Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jon Cullen is a registered representative with Wellth Advisory Services, LLC. Jeffrey has been in the financial services industry since 2002. Jeffrey has held previous registrations with KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, NRP FINANCIAL, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., EQUITAS AMERICA, LLC, and CORRELL CO. INVESTMENT SERVICES CORP. Jeffrey has passed both the Series 65 and Series 66 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
07/01/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IL
08/14/2014 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Shorewood IL)
IL
10/01/2010 - 08/12/2014
FINANCIAL TELESIS INC (SHOREWOOD IL)
IL
08/03/2009 - 10/01/2010
NRP FINANCIAL, INC. (SHOREWOOD IL)
IL
07/02/2004 - 09/02/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHOREWOOD IL)
MI
08/23/2002 - 07/02/2004
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
IL
01/10/2002 - 09/06/2002
CORRELL CO. INVESTMENT SERVICES CORP. (HICKORY HILLS IL)
IA
Issued 07/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Cullen is the right advisor for you? Invested Better is here to help.
