Jeffrey Giles (CRD# 6265353) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Florissant, MO and has over 7 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Florissant, MO | Sep 2022 - Current | 1 |
Genii Healthcare Services | Saint Louis, MO | Jun 2015 - Current | 8 |
Td Ameritrade | Saint Louis, MO | Dec 2017 - Dec 2023 | 6 |
Best Buy Mobile | Chesterfield, MO | Dec 2017 - May 2018 | < 1 |
Nylife Securities LLC | Creve Coeur, MO | Dec 2016 - Dec 2017 | 1 |
New York Life Insurance Company | Creve Coeur, MO | Jul 2016 - Dec 2017 | 1 |
Best Buy Mobile | Cape Girardeau, MO | Sep 2012 - May 2016 | 3 |
Southeast Missouri State University | Cape Girardeau, MO | Aug 2009 - May 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2017 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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