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Jeffery M Wanner is a financial advisor professional located in Grand Rapids, MI. They specialize in financial advisory. With over 12 years of experience, they bring deep expertise to every client.
Jeffery M Wanner - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
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Jeffery M Wanner is a financial advisor based in Grand Rapids, Michigan, operating through Merrill Lynch, Pierce, Fenner & Smith Incorporated. With 12 years of experience in financial advisory services, Wanner brings established expertise to client relationships. His professional registration is tracked through FINRA's Central Registration Depository system, which maintains records of financial professionals in the industry.
Wanner's FINRA CRD (Central Registration Depository) license number indicates he is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing financial professionals in the United States. This registration means he operates under FINRA's oversight and must comply with regulatory standards for financial advisory work. The CRD system tracks his licensing history, qualifications, and regulatory standing, providing transparency about his professional credentials and any disciplinary records in the financial services industry.