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 Sjolander is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since March 26, 2003. Jeffrey is currently registered in California, Minnesota and is also licensed in Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Minnesota, Montana, Nebraska, New Jersey, New York, North Carolina, Ohio, Oregon, Washington, Wisconsin, and Wyoming. Jeffrey's previous employer was WELLS FARGO INVESTMENTS, LLC. Jeffrey has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Jeffrey is authorized to provide financial planning, investment consulting services to institutional clients, pension consulting and selection of other advisors.
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
MN
11/18/2013 - Present
Wells Fargo Clearing Services, LLC (WAYZATA MN)
MN
03/27/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WAYZATA MN)
BOTH
Issued 02/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities 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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