Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Weston is a financial advisor with over 5 years of experience in the industry. Jeffrey is registered with the state of California as an Investment Advisor Representative and is also registered with FINRA. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Jeffrey currently works with Tortuga Wealth Management. Jeffrey previously worked with Morgan Stanley.
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.
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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CA
01/20/2017 - Present
Tortuga Wealth Management (TORRANCE CA)
CA
10/23/2013 - 01/30/2017
MORGAN STANLEY (SANTA MONICA CA)
BOTH
Issued 11/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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