Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Mullins is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has over 20 years of experience in the financial industry. Jeffrey has registrations in both broker-dealer and investment advisor roles. His current firm, Wells Fargo Clearing Services, LLC, is a large firm with over $10 billion in assets under management. Jeffrey is registered in multiple states across the US. Jeffrey has obtained numerous financial certifications and passed multiple regulatory exams. Previous firms Jeffrey worked for include Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., Wachovia Securities, LLC, Citigroup Global Markets Inc. and Raymond James & Associates, Inc. In addition to his financial background, Jeffrey has held positions with the Hamilton County Department of Education and the Polk County School Board.
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.
1
2
FL
10/11/2022 - Present
Wells Fargo Clearing Services, LLC (LAKELAND FL)
TN
02/13/2007 - 08/15/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
02/07/2006 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (LAKELAND FL)
MO
10/08/2003 - 01/10/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/25/2002 - 05/08/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
12/14/2001 - 01/17/2002
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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