Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Clifford Jones is an Investment Advisor Representative registered with WJ Financial Advisors, LLC in Connecticut. Wallace is a Chartered Financial Analyst and has been working with the firm since November 2006. Wallace has a Series 65 license and specializes in financial planning, portfolio management, and pension consulting. The firm specializes in working with high net worth individuals, corporations, 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.
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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CT
04/13/2007 - Present
WJ Financial Advisors, LLC (KILLINGWORTH CT)
IA
Issued 03/05/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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