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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 Louis Wolf is a financial advisor with over 20 years of experience in the industry. Jeffrey has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2006. Prior to that, Jeffrey worked at Advest, Inc. Jeffrey holds Series 7, 31, 63, and 65 licenses, as well as the SIE exam. Jeffrey is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Jeffrey offers a range of services including investment advisory, portfolio management, financial planning, pension consulting, and educational seminars. Jeffrey specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
07/10/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WEST HARTFORD CT)
CT
02/25/2000 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 03/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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