Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lawrence Kiley is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey currently works at Wells Fargo Clearing Services, LLC, a firm with a strong presence in the financial industry. Jeffrey has held previous roles at UBS Financial Services Inc. and Dean Witter Reynolds Inc., gaining a diverse experience in the field. Jeffrey holds several licenses, including the Series 66, Series 31, and Series 7, demonstrating a commitment to professional development and adherence to industry standards. Jeffrey is registered to provide investment advisory services in multiple states, signifying a broad scope of expertise and a dedication to serving clients across a diverse range of locations.
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
DC
05/05/2021 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
NJ
05/22/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/04/2000 - 05/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/2000
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
Not sure Jeffrey Kiley is the right advisor for you? Invested Better is here to help.
