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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 Wadsworth is a financial advisor with over 30 years of experience in the industry. He has a diverse background, having worked with firms such as MetLife Securities Inc., OneAmerica Securities, Inc., and G.F. Investment Services, LLC. Jeffrey is currently registered as a representative with AE Wealth Management, LLC. He holds various licenses, including Series 6, 7, 63, and 65. Jeffrey is a Certified Financial Planner, specializing in financial planning, portfolio management, and pension consulting. He provides advisory services for individuals, businesses, and pension and profit-sharing plans.
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.
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.
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
MD
12/07/2017 - Present
AE Wealth Management, LLC (Annapolis MD)
MD
04/22/2013 - 12/31/2017
G.F. INVESTMENT SERVICES, LLC (Severna Park MD)
MD
12/05/2008 - 04/23/2013
INVEST FINANCIAL CORPORATION (LINTHICUM MD)
MD
10/28/2003 - 12/10/2008
ONEAMERICA SECURITIES, INC. (LINTHICUM HEIGHTS MD)
MN
05/22/2003 - 11/18/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
09/04/1992 - 03/19/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/04/1992 - 03/19/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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