Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Turner is a financial advisor with Wells Fargo Clearing Services, LLC. Jeffrey has been in the financial industry since 2002. Jeffrey is registered with both FINRA and the State of Missouri. Jeffrey has earned Series 6, 7, 24, 26, 52, 53 and 63 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.
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
NC
10/09/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
MO
02/04/2015 - 04/26/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
SC
02/22/2008 - 07/10/2014
LPL FINANCIAL LLC (FORT MILL SC)
NC
01/10/2006 - 05/17/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
04/01/2004 - 09/03/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
ME
03/05/2002 - 03/05/2003
FORUM FUND SERVICES, LLC (PORTLAND ME)
MA
08/20/1999 - 02/26/2001
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 07/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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