Jeffrey
Sievers
Unique Wealth, LLC
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About this Advisor
Jeffrey Sievers is a financial advisor based in Clearwater, Florida, working with Unique Wealth, LLC. Jeffrey has previously held positions at Curtis Parry, Northwestern Mutual Investment Services, LLC, and Unique Wealth, LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Jeffrey is part of Unique Wealth, LLC, which operates out of Clearwater, Florida. The firm has 10 employees and manages assets totaling $626.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Unique Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Unique Wealth, LLC Brokerage Details
$626,488,465
10
2,063
$303,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Sievers Work History
Unique Wealth, LLC
Curtis Parry
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Jeffrey Sievers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unique Wealth, LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
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