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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 Ulit is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the industry since February 5, 2005. Jeffrey has experience with Raymond James Financial Services, Inc. and UBS Financial Services Inc., among other firms.
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.
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2
IL
04/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAKBROOK IL)
IL
08/17/2023 - 04/12/2024
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
04/21/2023 - 08/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Downers Grove IL)
IL
05/12/2022 - 04/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (Oakbrook Terrace IL)
IL
07/14/2016 - 05/09/2022
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
09/14/2009 - 10/19/2015
BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)
IL
03/04/2008 - 03/20/2009
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
03/21/2006 - 11/01/2007
CUNA BROKERAGE SERVICES, INC. (SCHILLER PARK IL)
IL
12/01/2005 - 03/07/2006
CCO INVESTMENT SERVICES CORP. (WEST CHICAGO IL)
OH
07/03/2003 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 08/18/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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