Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Shane Wagner is a financial advisor with over 8 years of experience in the industry. Jeffrey currently works with Voya Financial Advisors, Inc., where he has been registered since 2020. Prior to that, Jeffrey was registered with TIAA-CREF Individual & Institutional Services, LLC from 2011 to 2019. Jeffrey has a strong track record of success in helping clients achieve their financial goals. He is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments. Jeffrey holds Series 6, Series 63 and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
05/26/2020 - Present
Voya Financial Advisors, Inc. (TACOMA WA)
WA
08/05/2011 - 09/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
BC
Issued 03/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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