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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 Wheeler is an experienced financial advisor, with over 38 years in the industry. Jeffrey currently works with Ameriprise Financial Services, LLC. Jeffrey has previously worked with firms including Edward Jones, NYLIFE Securities LLC, Waddell & Reed, Inc., BANC of America Investment Services, Inc., Quick & Reilly, Inc., First Union Securities, Inc., First Albany Corporation, Prudential Investment Management Services LLC, Prudential Securities Incorporated, Rauscher Pierce Refsnes, Inc., Kidder, Peabody & Co. Incorporated, and E. F. Hutton & Company Inc. Jeffrey holds licenses for Series 3, 7, 8, 15, 24, 63 and 65.
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.
Asset allocation services
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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2
MA
07/07/2023 - Present
Ameriprise Financial Services, LLC (ARLINGTON MA)
MA
06/02/2017 - 07/10/2023
EDWARD JONES (WINCHESTER MA)
MA
02/14/2014 - 05/08/2017
NYLIFE SECURITIES LLC (WALTHAM MA)
NH
03/12/2012 - 10/10/2013
WADDELL & REED, INC. (BEDFORD NH)
MA
10/20/2004 - 11/09/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
NY
08/29/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
08/05/2000 - 04/02/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
11/17/1998 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NJ
12/18/1997 - 11/23/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
07/14/1994 - 11/19/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
08/01/1988 - 07/27/1994
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
02/26/1987 - 07/26/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
10/07/1982 - 02/27/1987
E. F. HUTTON & COMPANY INC
BC
Issued 03/15/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/06/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 15 - Foreign Currency Options Examination
BC
Issued 03/22/1995
Series 5 - Interest Rate Options Examination
BC
Issued 06/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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