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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 Paul Winneberger is an Investment Advisor Representative with First Citizens Investor Services, Inc. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey has a broad range of experience with a diverse client base, including individuals, corporations, and charitable organizations. Jeffrey's main areas of focus include financial planning, portfolio management, and selection of other advisors. Jeffrey is registered to conduct business in Virginia, Maryland, District of Columbia, North Carolina and Pennsylvania. Prior to joining First Citizens Investor Services, Inc., Jeffrey was associated with SunTrust Investment Services, Inc., BB&T Investment Services, Inc., Edward Jones, and Morgan Stanley DW Inc. Jeffrey's commitment is to provide his clients with the highest level of service and expertise.
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.
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.
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
VA
10/09/2019 - Present
First Citizens Investor Services, Inc. (Richmond VA)
VA
08/02/2016 - 08/13/2019
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
04/10/2006 - 06/30/2015
BB&T INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
MO
08/30/2001 - 11/10/2001
EDWARD JONES (ST. LOUIS MO)
NY
02/07/2001 - 08/22/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
01/01/2001 - 02/07/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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