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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 Gensheimer has been in the financial industry since March 1999 and is currently registered with Wells Fargo Clearing Services, LLC in Kettering, Ohio. Jeffrey is a registered representative and has licenses in 47 states and the District of Columbia. Prior to joining Wells Fargo Clearing Services, LLC, Jeffrey was employed by Morgan Stanley. Jeffrey holds a Series 63, 66, 7 and 11 licenses. Jeffrey provides investment consulting services to institutional clients.
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
OH
06/21/2024 - Present
Wells Fargo Clearing Services, LLC (KETTERING OH)
OH
06/01/2009 - 02/20/2018
MORGAN STANLEY (BEAVERCREEK OH)
OH
09/30/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTERVILLE OH)
OH
08/01/2001 - 10/14/2008
UBS FINANCIAL SERVICES INC. (CENTERVILLE OH)
CT
02/17/1999 - 07/09/2001
GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)
BOTH
Issued 08/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
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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