Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Patrick Wolfe is an active investment advisor representative. Jeffrey has been in the industry since October 3, 2007. Jeffrey is currently registered with Eagle Strategies LLC, a firm with offices in Glendale and Hermosa Beach, California. Jeffrey has previously been registered with Western International Securities, Inc., Morgan Stanley, and UBS Financial Services Inc. Jeffrey is licensed in California, North Carolina and Pennsylvania. Jeffrey holds the Series 66, Series 7 and SIE licenses. Jeffrey specializes in retirement planning, mutual funds, variable annuities, insurance, investment advisory services and alternative investments.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/19/2020 - Present
Eagle Strategies LLC (GLENDALE CA)
CA
08/26/2014 - 02/04/2020
WESTERN INTERNATIONAL SECURITIES, INC. (MANHATTAN BEACH CA)
CA
07/06/2009 - 09/03/2014
MORGAN STANLEY (EL SEGUNDO CA)
NY
07/16/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
BOTH
Issued 08/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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