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Jeffrey W
Series 66
Melbourne, FL
Money Management Concepts Inc.
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.
Thomas P
Series 63, Series 65
Melbourne, FL
Money Management Concepts Inc.
Thomas Prudente is a financial advisor with Money Management Concepts Inc. in Melbourne, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Money Management Concepts since 2006. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management services to individuals, including high net worth clients, as well as trusts and estates. The firm employs a combination of fundamental, technical, and cyclical analysis, using both long- and short-term strategies with tools such as charting, short sales, margin transactions, and option writing.
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