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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 Randolph Wilson is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey Wilson is currently registered with Wells Fargo Clearing Services, LLC. Previously, Jeffrey Wilson was registered with Morgan Stanley, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and New York Life Securities Corp. Jeffrey Wilson holds the Series 6, 7, 22, 31, 63, and 65 securities licenses and the SIE exam. Jeffrey Wilson is also registered as an Investment Advisor Representative in New Mexico, Texas, and Wisconsin.
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
NM
01/01/2025 - Present
Wells Fargo Clearing Services, LLC (LAS CRUCES NM)
NM
06/01/2009 - 06/02/2014
MORGAN STANLEY (LAS CRUCES NM)
NM
10/26/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS CRUCES NM)
NM
09/10/1985 - 10/29/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS CRUCES NM)
NA
10/11/1983 - 08/26/1985
NEW YORK LIFE SECURITIES CORP.
IA
Issued 09/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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