Jeffrey Wildes (CRD# 3218519) is an Investment Advisor Representative working at Wildes Financial Strategies, Inc. in Georgetown, SC and has over 24 years of experience in the finance industry. Jeffrey Wildes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6180176
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5101922
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1806631
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wildes Financial Strategies, Inc. | Georgetown, SC | Jul 2017 - Current | 6 |
| The Terrace At Screven, LLC | Georgetown, SC | Oct 2016 - Current | 7 |
| Wildes Financial Strategies, Inc. | Georgetown, SC | Nov 2012 - Current | 11 |
| Wildes Properties, LLC | Georgetown, SC | Jan 2011 - Current | 13 |
| Raymond James Financial Services Advisors Inc. | Georgetown, SC | Nov 2012 - Oct 2017 | 4 |
| Raymond James Financial Services, Inc. | Georgetown, SC | Nov 2012 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- TX
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Total Assets Under Management105MILLIONS
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Total Number of Accounts773ACCOUNTS
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Average Account Value$136,348
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NC, SC, TN, TX, VA
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