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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 Yoanides is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the financial services industry since October 7, 1982 and has a Series 63 license. Jeffrey's firm is based in St. Louis, Missouri and has 3,227 registered representatives and 2,898 investment advisor representatives. Jeffrey's firm provides services to individuals, corporations, pension and profit sharing plans, high net worth individuals and charitable organizations.
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.
1
2
NJ
11/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
01/01/2008 - 11/04/2021
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
03/15/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
NA
10/08/1982 - 03/27/1984
FIRST INVESTORS CORPORATION
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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