Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Draper is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC in Charlotte, NC. Prior to that, Jeffrey worked for Fidelity Brokerage Services LLC, Hightower Securities, LLC, NFP Advisor Services, LLC, LPL Financial LLC, Jefferson Pilot Securities Corporation, Pruco Securities Corporation, Prudential Securities Incorporated and American Express Financial Advisors Inc. Jeffrey holds a number of licenses and designations, including Series 7, Series 10, Series 9, Series 24, Series 63, Series 65 and Series 66. Jeffrey specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management.
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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2
NC
05/07/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
IL
03/01/2019 - 02/21/2024
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
03/24/2016 - 01/11/2019
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
TX
06/26/2014 - 03/11/2016
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
NC
07/24/2006 - 04/30/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
06/08/2005 - 05/01/2006
JEFFERSON PILOT SECURITIES CORPORATION (RALEIGH NC)
NJ
03/27/2002 - 07/17/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
02/28/2001 - 06/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/18/1998 - 03/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
09/08/1992 - 10/30/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/08/1992 - 10/30/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1992
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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