JEFFREY WOEI, CRPS®, AIF®

Financial Advisor

First Vice President - Investments

Address: 4030 W BOY SCOUT BLVD., SUITE 150 , TAMPA , FL 33607
Phone: 813-258-7146  |  800-237-1274    Fax: 813-259-9283

My Commitment to You

My Associate(s): Nadia Singh, Senior Registered Client Associate

My Experience

  • 1989 - 1990 : Andrew Alan Securities, Financial Advisor
  • 1990 - 1996 : Prudential Bache Securities, Financial Advisor
  • 1996 - 2007 : Smith Barney, Second Vice President
  • 2007 - 2008 : Wachovia Securities, Associate Vice President
  • 2008 - Present : Wells Fargo Advisors, Associate Vice President

My Education & Credentials

  • 1981-1983 Lousiana Tech University Business Administration
  • 1983-1985 BA degree in Finance, University of South Florida
  • Certified 401(k) Professional C(k)P

My Community Involvement

  • Paint Your Heart out Tampa, Board of directors 1996-2006
  • Project H Hands of Hope, Director 1996-2014
  • Life Enrichment Senior Center 1992-1997-Past president
Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Insurance licensed in the following states: AR (Lic. # 385936), CA (Lic. # 0L59238)
JEFFREY WOEI: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Florida : TAMPA Branch