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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kenneth Lund is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC and has been in the industry since October 30, 2017. Jeffrey Lund is registered in 26 states and is actively licensed as both an Investment Advisor and a Broker Dealer. Jeffrey Lund is registered in Minnesota, Texas and several other states. Jeffrey Lund is licensed to provide a wide range of investment services, including portfolio management, financial planning, and investment consulting services to institutional clients. Jeffrey Lund is also licensed to provide investment advisory services to pension plans, businesses, individuals, and charitable organizations. Jeffrey Lund has a strong track record of success in the financial services industry and is committed to providing clients with high-quality investment advice and service.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
06/27/2022 - Present
Wells Fargo Clearing Services, LLC (WAYZATA MN)
IA
Issued 12/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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