Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lane is a registered representative with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since March 2006 and has been registered with Wells Fargo Clearing Services, LLC since June 2020. Prior to that, Jeffrey was with EDWARD JONES. Jeffrey holds a Series 7, Series 63, and Series 66 license and has passed the SIE exam. Jeffrey is registered in multiple states, including Tennessee and Texas. Jeffrey specializes in providing financial planning and investment consulting services to individuals and businesses. Jeffrey's current employer, Wells Fargo Clearing Services, LLC, is a national firm with approximately $10 billion to $50 billion in assets under management. The firm provides a variety of investment advisory services, including portfolio management, financial planning, and pension consulting.
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
TN
06/26/2020 - Present
Wells Fargo Clearing Services, LLC (KNOXVILLE TN)
TN
03/28/2006 - 06/29/2020
EDWARD JONES (KNOXVILLE TN)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Lane is the right advisor for you? Invested Better is here to help.
