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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 Wyatt is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the financial services industry since 1996. Jeffrey is licensed to provide securities services in 35 states. Jeffrey specializes in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Jeffrey has previously been employed by Wells Fargo Clearing Services, LLC, First Union Brokerage Services, Inc., Olde Discount Corporation, and John Hancock Distributors, Inc.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE FL)
FL
10/01/2000 - 07/19/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
NC
07/25/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MI
09/04/1997 - 07/21/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
MA
07/26/1996 - 06/18/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/26/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1997
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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