Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Miltenberger is a financial advisor registered with Wells Fargo Securities, LLC. Jeffrey holds the Series 63, 79TO, and SIE licenses. Jeffrey Miltenberger has been in the industry since 2024.
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.
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2
TX
04/08/2024 - Present
Wells Fargo Securities, LLC (DALLAS TX)
BC
Issued 02/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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