Jeffrey A. Finkelstein
Wells Fargo Securities, Llc
Financial Planner in Caldwell, NJ
Address:9 Arbor Rd
Caldwell, NJ 07006
About Jeffrey A. Finkelstein
Jeffrey Finkelstein is a financial professional at Wells Fargo Securities, Llc located in Caldwell, New Jersey. Jeffrey Finkelstein holds an industry securities registration subject to FINRA oversight having passed securities examinations including S3, S55, S63, S7 and S79. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jeffrey Finkelstein provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jeffrey Finkelstein9 Arbor Rd
Caldwell, NJ 07006
Phone Number:
Click to Show
Website:
Looking for a financial advisor located near Caldwell, New Jersey? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.