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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 Sharpe is a financial advisor with over 24 years of experience in the financial services industry. Jeffrey is registered with Wells Fargo Clearing Services, LLC and has offices in Westport, CT. Jeffrey holds the Series 6, 7, 9, 10, 63, and 65 licenses and is also a Certified Financial Planner. In addition to working with Wells Fargo Advisors, Jeffrey is also a 25% owner of Cove Inn Properties LLC, a real estate investment company. Jeffrey has experience working with individuals, corporations, and charitable organizations.
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
CT
06/21/2018 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
08/16/2001 - 09/12/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHBURY CT)
CT
03/28/2001 - 05/29/2001
SAGE DISTRIBUTORS, INC. (STAMFORD CT)
CT
06/16/1998 - 03/07/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CA
10/23/1997 - 01/14/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 01/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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