Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Purkey is a financial advisor at Wells Fargo Clearing Services, LLC and has been working in the industry since February 12, 2010. Jeffrey has held various positions with other firms including Kalos Capital, Inc., National Planning Corporation, Woodbury Financial Services, Inc., AXA Advisors, LLC and Morgan Stanley DW Inc. Jeffrey has a broad range of experience with various financial products and services. Jeffrey has passed the Series 7, 31, 66 and SIE exams.
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.
1
2
NC
02/23/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
MO
07/07/2017 - 12/31/2018
KALOS CAPITAL, INC. (Sunset Hills MO)
MO
05/22/2013 - 07/12/2017
NATIONAL PLANNING CORPORATION (ST. LOUIS MO)
MO
07/14/2008 - 05/28/2013
WOODBURY FINANCIAL SERVICES, INC. (ST LOUIS MO)
MO
01/23/2008 - 07/02/2008
AXA ADVISORS, LLC (CLAYTON MO)
MO
02/02/2007 - 03/16/2007
MORGAN STANLEY DW INC. (CHESTERFIELD MO)
BOTH
Issued 03/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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