Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Chanin is a financial advisor with over 20 years of experience in the industry. Jeff is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Preferred Securities Group, Inc., D.L. Cromwell Investments, Inc., and Franklin Ross, Inc. Jeff is licensed to provide investment advice in a number of states, including Florida, California, Connecticut, Delaware, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Vermont and Virginia. Jeff's areas of expertise include providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors and portfolio management. Jeff is also a freelance tennis instructor.
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.
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2
FL
10/15/2019 - Present
Wells Fargo Clearing Services, LLC (CORAL SPRINGS FL)
FL
08/31/2012 - 10/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
FL
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
08/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
FL
04/02/2007 - 08/08/2007
MORGAN STANLEY & CO., INCORPORATED (BOCA RATON FL)
FL
05/02/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
NY
10/22/1999 - 05/09/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
08/28/1999 - 10/26/1999
PREFERRED SECURITIES GROUP, INC. (BOCA RATON FL)
FL
01/19/1999 - 09/21/1999
D.L. CROMWELL INVESTMENTS, INC. (BOCA RATON FL)
NJ
10/15/1998 - 02/03/1999
FRANKLIN ROSS, INC. (PRINCETON NJ)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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