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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 Nessia is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial services industry for over 23 years and is registered in 23 states. Jeffrey offers portfolio management for individuals and businesses. Jeffrey is also a financial planner and can assist clients with their financial planning needs. Jeffrey is an active member of the financial industry and holds the Series 66, 7, 24 and SIE licenses.
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.
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2
CA
11/03/2023 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
10/01/2012 - 11/04/2023
J.P. MORGAN SECURITIES LLC (DEL MAR CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
WA
03/26/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (SEATTLE WA)
NJ
11/02/2000 - 02/02/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
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
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