Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Royce Wingerter is a financial advisor with Schwab Wealth Advisory, Inc. Jeffrey has been in the financial industry since 2004. Jeffrey has held positions at Citigroup Global Markets Inc., City National Securities, Inc., Citi Private Advisory, LLC, PNC Investments, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey holds the Series 66, Series 53, Series 24, Series 10, Series 9, Series 7, and SIE licenses. Jeffrey is also a Certified Financial Planner. Jeffrey provides financial planning, portfolio management for businesses, and portfolio management 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
NJ
02/06/2023 - Present
Schwab Wealth Advisory, Inc. (JERSEY CITY NJ)
NY
09/01/2020 - 01/24/2023
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
10/13/2017 - 07/24/2020
CITY NATIONAL SECURITIES, INC. (NEW YORK NY)
NY
03/28/2017 - 09/22/2017
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
05/10/2011 - 09/22/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
02/07/2007 - 05/07/2007
PNC INVESTMENTS (PRINCETON NJ)
NJ
10/20/2004 - 02/05/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (OLD BRIDGE NJ)
NY
12/19/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/08/2000 - 02/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jeffrey Wingerter is the right advisor for you? Invested Better is here to help.
