Unclaimed
Jeffrey Nordberg is a financial professional with over 5 years of experience in the industry. Jeffrey is currently registered with Wells Fargo Securities, LLC and is located in Charlotte, NC. Jeffrey has a strong background in operations, having passed the Series 99 and Securities Industry Essentials exams. Jeffrey's previous experience includes a role at Quasar Distributors, LLC.
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
NC
08/30/2019 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
ME
10/10/2017 - 08/06/2019
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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