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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 Martin Brown is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2010. Jeffrey has a Series 7, Series 9, Series 10, Series 24, and Series 66 license and has been a Certified Financial Planner since 2004. Prior to Wells Fargo Clearing Services, LLC, Jeffrey worked for Wells Fargo Investments, LLC and Wells Fargo Bank NA. Jeffrey provides investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Jeffrey is a dedicated financial advisor with a long history of serving clients in the San Luis Obispo and Tarpon Springs areas.
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
FL
09/06/2017 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
CA
04/27/2010 - 12/31/2016
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
02/23/2004 - 04/27/2010
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
BOTH
Issued 04/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
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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