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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 Hensler is an Investment Advisor Representative with Optima Trade & Investments, LLC. Jeffrey has been in the industry since January 2006. The firm's main office is located in Wheeling, West Virginia. Jeffrey is registered to provide investment advice in West Virginia. Jeffrey is licensed to offer financial planning, market timing services and portfolio management for individuals. Jeffrey is currently active in the industry.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WV
09/15/2006 - Present
Optima Trade & Investments, LLC (WHEELING WV)
IA
Issued 07/05/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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