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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 Lamp is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Fargo, North Dakota. Jeffrey has over 19 years of experience in the financial services industry. He is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Jeffrey has obtained the Series 66, Series 7, and SIE exams. He is also registered with the states of Alabama, Arizona, California, Colorado, Florida, Kansas, Minnesota, Missouri, New Jersey, North Dakota, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, and Wisconsin. Jeffrey specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit sharing plans. He is also a registered investment advisor with the state of North Dakota.
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
ND
09/20/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FARGO ND)
MN
02/24/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MOORHEAD MN)
ND
01/10/2005 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)
BOTH
Issued 02/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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