Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey McClean is an investment advisor representative at Solidarity Wealth, LLC and Solidarity Capital Management, LLC. Jeffrey is registered with the state of Utah and has been in the industry for 6 years. Jeffrey has a Series 7, Series 66, and SIE license. Jeffrey's firm specializes in providing financial planning and portfolio management for individuals.
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.
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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UT
10/22/2021 - Present
Solidarity Wealth, LLC (LEHI UT)
UT
08/20/2018 - 11/01/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 09/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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