Unclaimed
Jeff Cineas is an investment advisor representative with Morgan Stanley. Jeff is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Jeff has been in the industry since 2012. Prior to joining Morgan Stanley, Jeff was employed by E*TRADE SECURITIES LLC, SANTANDER SECURITIES LLC, NSM SECURITIES, INC., AXA ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., and E1 ASSET MANAGEMENT, INC. Jeff holds Series 7, Series 63, and Series 66 licenses. Jeff has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial advice. Jeff is dedicated to helping clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/02/2023 - Present
Morgan Stanley (Jersey City NJ)
NJ
02/24/2015 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
12/04/2013 - 02/20/2015
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
FL
08/02/2013 - 10/16/2013
NSM SECURITIES, INC. (WEST PALM BEACH FL)
NY
04/16/2008 - 07/11/2008
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/09/2007 - 02/25/2008
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
08/07/2006 - 09/20/2006
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
BOTH
Issued 06/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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