Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Anderson is a financial advisor with over 25 years of experience in the industry. He has been registered with Wealth Advisors Network, Inc. since 1997 and holds a variety of licenses and certifications, including the Series 7, Series 63, and Series 65, as well as the Certified Financial Planner designation. Jeffrey's experience extends beyond Wealth Advisors Network, Inc., as he previously worked with 1ST GLOBAL CAPITAL CORP., and currently acts as an independent insurance agent selling fixed insurance products. Jeffrey is a strong advocate for his clients and is committed to providing them with the highest quality financial advice. He has a deep understanding of the financial markets and is dedicated to helping his clients achieve their financial goals. Jeffrey specializes in providing financial planning, portfolio management, and selection of other advisors to his clients.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees from third party money manager
1
2
NE
09/03/1997 - Present
Wealth Advisors Network, Inc. (HASTINGS NE)
NE
07/16/1997 - 06/17/2013
1ST GLOBAL CAPITAL CORP. (HASTINGS NE)
IA
Issued 05/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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