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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 Lawrence Wire is a financial advisor at First Command Advisory Services, an investment advisor firm based in Fort Worth, Texas. Jeffrey has been in the industry since 2020 and is currently registered as an Investment Advisor Representative in Idaho. Jeffrey holds both Series 7 and 63 licenses. Jeffrey’s specialties include financial planning and portfolio management for individuals.
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.
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.
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2
ID
04/26/2021 - Present
First Command Advisory Services (Meridian ID)
IA
Issued 03/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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