Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeri? Claim Your ProfileJeri Leigh Uhrich is a financial advisor at Wells Fargo Clearing Services, LLC. Jeri has been in the industry since 2002 and has experience with both BANCWEST INVESTMENT SERVICES, INC. and PRUCO SECURITIES, LLC. Jeri is registered with the state of Colorado as an investment advisor representative. She has a Series 6, Series 7, Series 63 and Series 65 licenses and holds the SIE designation. Jeri also owns and operates Jeri Uhrich Photography.
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
WY
07/03/2017 - Present
Wells Fargo Clearing Services, LLC (CHEYENNE WY)
WY
03/28/2007 - 04/11/2016
BANCWEST INVESTMENT SERVICES, INC. (CHEYENNE WY)
CO
12/16/2002 - 04/02/2007
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
IA
Issued 09/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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