Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stuckert is an investment advisor representative registered with World Investment Advisors, LLC, a firm based in Santa Barbara, CA. Jeffrey has been working in the securities industry since 1986. Jeffrey has several licenses, including Series 7, Series 24, and Series 63. Jeffrey is also registered as an investment advisor representative in Wisconsin. Jeffrey is experienced in providing investment advisory services, including financial planning, portfolio management, and pension consulting.
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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2
WI
10/05/2023 - Present
World Investment Advisors, LLC (New Berlin WI)
WI
11/19/1989 - 06/06/2024
OSAIC WEALTH, INC. (NEW BERLIN WI)
NA
02/06/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
KS
03/19/1986 - 02/08/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 04/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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