Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wirth is a financial professional with over 40 years of experience in the industry. Jeffrey has been registered with Stifel, Nicolaus & Company, Inc. since April 2013 and has experience with other firms including Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/05/2013 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
06/01/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PORTLAND OR)
OR
01/03/2011 - 06/01/2011
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
08/15/1990 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
NY
05/08/1984 - 09/11/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/12/1981 - 05/07/1984
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
06/22/1979 - 07/21/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 03/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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