Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Oetman is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is currently registered with Wells Fargo Advisors Financial Network, LLC, a firm with a long history of providing financial advice to individuals and institutions. Jeffrey has held previous positions with other reputable firms, including Morgan Stanley and Wells Fargo Securities, Inc. Jeffrey’s expertise and commitment to client service are evident in his extensive list of certifications and registrations. Jeffrey is dedicated to helping clients reach their financial goals.
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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NV
02/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
05/16/2016 - 02/02/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
06/01/2009 - 06/13/2016
MORGAN STANLEY (SAN LUIS OBISPO CA)
CA
04/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN LUIS OBISPO CA)
CA
05/02/2001 - 04/22/2009
WELLS FARGO INVESTMENTS, LLC (SAN LUIS OBISPO CA)
CA
04/15/1998 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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