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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 S. Weberg is a financial advisor with AE Wealth Management, LLC. Jeffrey is licensed in Illinois and Wisconsin and has been in the industry since 2018. Jeffrey specializes in financial planning, retirement planning, and investment management. Jeffrey has experience in providing investment advice to individuals, families, and businesses. Jeffrey has a background in tax services, which he can leverage to provide comprehensive financial planning advice. Jeffrey is also a board member for the Boys and Girls Club.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
04/11/2024 - Present
AE Wealth Management, LLC (Rockford IL)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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