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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 Travis Wist is an Investment Advisor Representative with Moneta Group Investment Advisors, LLC. Jeffrey has been in the industry since December 2011. Jeffrey holds a Series 65 license and is a Certified Financial Planner. Jeffrey is registered to provide investment advice in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a Registered Investment Advisor with offices in St. Louis, Missouri.
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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MO
01/31/2012 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
IA
Issued 01/30/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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