Advisor at Money Management Concepts Inc.
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Firm
Money Management Concepts Inc.
Location
Melbourne, FL 32940
Credentials
Series 66
Industry experience
22 years
Jeffrey Wegner is a financial advisor at Money Management Concepts, Inc. in Melbourne, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Money Management Concepts since 2016 and previously worked at Life Long Learning College from 2014 to 2018. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management to individuals, trusts, and estates, including high net worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, using tools such as charting, short sales, margin transactions, and option writing.
Based on Money Management Concepts Inc.
$0 - $2,000,000: 1.00% annually Over $2,000,000+: Negotiable
Account minimum: $250,000
6767 N. Wickham Road, Suite 400 Pq
Melbourne, FL 32940
Florida
Money Management Concepts, Inc.
2016 - Present (10 years)
Life Long Learning College
2014 - 2018 (4 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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