Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Wegner is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey currently works with Money Management Concepts Inc., a firm that specializes in providing portfolio management services for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/12/2016 - Present
Money Management Concepts Inc. (MELBOURNE FL)
FL
12/12/2000 - 11/12/2014
CHARLES SCHWAB & CO., INC. (THE VILLAGES FL)
MN
08/03/2000 - 11/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/03/2000 - 11/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Wegner is the right advisor for you? Invested Better is here to help.
