Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wichmann is a financial advisor registered in California with Payden & Rygel Distributors. Jeffrey has been in the industry since August 30, 2016, and has experience with securities and investment company products. Jeffrey holds Series 6, 7, 63, and SIE licenses. Jeffrey was previously registered with Credit Agricole Securities (USA) Inc. and Deutsche Banc Alex. Brown Inc.
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.
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.
1
2
CA
10/09/2020 - Present
Payden & Rygel Distributors (LOS ANGELES CA)
NY
07/06/2016 - 07/23/2019
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
NY
01/27/2000 - 02/16/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
BC
Issued 07/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Wichmann is the right advisor for you? Invested Better is here to help.
