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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 Wagner is a financial advisor with FNB Wealth Management. Jeffrey has been in the industry since 2002 and is registered with the state of Pennsylvania. Jeffrey's firm has offices in Hermitage and Pittsburgh, PA. The firm provides investment advice to individuals, corporations, and various institutions including insurance companies, charitable organizations, and state or municipal government entities. Jeffrey's specializations include portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Jeffrey is also a Chartered Financial Analyst.
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.
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.
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
PA
01/15/2004 - Present
FNB Wealth Management (HERMITAGE PA)
Active
Inactive
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