Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Walter Waller is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Fidelity Brokerage Services LLC. Jeffrey was previously registered with ING FINANCIAL PARTNERS, INC. and ING FINANCIAL ADVISERS, LLC. Jeffrey has passed the Series 66, Series 24, SIE, and Series 7 exams.
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.
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.
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2
MA
09/13/2012 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
WI
01/03/2011 - 07/27/2012
ING FINANCIAL PARTNERS, INC. (MILWAUKEE WI)
IL
09/18/2000 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (LISLE IL)
BOTH
Issued 11/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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