Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stuart Boettcher is a Registered Investment Advisor representative currently working for Bedrock Investment Advisors in Scottsdale, Arizona. Jeffrey Stuart Boettcher has been in the industry since 1999 and also has previous registrations with BertheL, Fisher & Company Financial Services, Inc., Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., and Paine Webber Incorporated. Jeffrey Stuart Boettcher has passed the Series 63, Series 65, Series 7, and SIE exams. Jeffrey Stuart Boettcher specializes in providing financial planning, portfolio management for individuals 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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
AZ
08/24/2020 - Present
Bedrock Investment Advisors (SCOTTSDALE AZ)
AZ
02/24/2010 - 11/06/2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
03/14/2008 - 02/25/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
04/02/2004 - 03/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
CA
02/13/2001 - 04/07/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/14/2001 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NJ
10/22/1999 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jeffrey Boettcher is the right advisor for you? Invested Better is here to help.
