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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 Berry is a financial advisor at Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial industry since June 1999. Jeffrey has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 9, Series 10, and Series 63 licenses. Jeffrey is also a Registered Investment Advisor (RIA) in Florida and Texas. Jeffrey is committed to providing clients with personalized financial advice and investment strategies to help them achieve 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.
1
2
FL
08/09/2023 - Present
Wells Fargo Clearing Services, LLC (FORT MYERS FL)
FL
10/02/2008 - 09/08/2020
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
07/12/2002 - 10/06/2008
WACHOVIA SECURITIES, LLC (CAPE CORAL FL)
NY
06/17/1999 - 07/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
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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