Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Habif is a financial advisor currently associated with Wells Fargo Clearing Services, LLC, and has been in the industry since August 12, 1984. Jack holds licenses in several states and is well-versed in a variety of investment strategies. Jack's previous experience includes time at CITIGROUP GLOBAL MARKETS INC. and DAVID LERNER ASSOCIATES, INC. Jack's experience and qualifications make Jack a valuable asset to any client seeking financial guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (PEARL RIVER NY)
NY
08/07/2000 - 04/21/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
08/13/1984 - 08/10/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 06/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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