Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Richard Bank is a financial advisor with over 30 years of experience. Jeff is currently registered with Ameriprise Financial Services, LLC. Previously, Jeff was affiliated with Morgan Stanley and Wells Fargo Advisors, LLC. Jeff specializes in providing asset allocation, financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Jeff is also involved in community service and has worked with various charitable organizations.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/21/2022 - Present
Ameriprise Financial Services, LLC (Coral Springs FL)
FL
10/07/2011 - 01/27/2020
MORGAN STANLEY (CORAL SPRINGS FL)
FL
08/04/2004 - 10/10/2011
WELLS FARGO ADVISORS, LLC (CORAL SPRINGS FL)
NY
01/03/2003 - 08/04/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/08/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/06/1992 - 12/02/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/23/1989 - 04/22/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NJ
03/08/1988 - 06/02/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/01/1987 - 02/18/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
10/22/1986 - 09/24/1987
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 03/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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