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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 Turley is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry since 1994 and has a wide range of experience in financial planning, portfolio management, and investment consulting. Jeffrey has also been registered with FINRA and the Securities Investor Protection Corporation (SIPC). In addition to his work at Wells Fargo Advisors Financial Network, LLC, Jeffrey also owns Integrity Wealth Advisors LTD and is a financial advisor for Princeton Harriman Insurance Solutions. Jeffrey has offices in Middleton, WI, Beachwood, OH, and Osterville, MA.
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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WI
06/18/2009 - Present
Wells Fargo Advisors Financial Network, LLC (MIDDLETON WI)
WI
10/06/1994 - 06/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON WI)
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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