Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Nordberg

Wells Fargo Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Nordberg

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.

Firm Information

Jeffrey Nordberg is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Nordberg’s Registration & Firm History

NC

08/30/2019 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

ME

10/10/2017 - 08/06/2019

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

Not sure if Jeffrey Nordberg is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2017

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Nordberg.
Not sure if Jeffrey Nordberg is right for you?