Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Berenson is a financial advisor with over 36 years of experience in the industry. Jeffery is currently registered with Newedge Advisors and has held previous positions with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Jeffery has a broad range of experience working with high-net-worth individuals, corporations and institutions. Jeffery's expertise spans financial planning, portfolio management, and pension consulting. Jeffery is a Certified Financial Planner™ and holds a Series 7, Series 8, Series 9, Series 10, and Series 63 licenses. Jeffery also holds the Series 65 and SIE designations.
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.
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.
1
2
LA
10/31/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
IL
01/31/2000 - 11/09/2022
WELLS FARGO CLEARING SERVICES, LLC (ORLAND PARK IL)
NY
10/24/1986 - 02/10/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
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
N
Nasdaq Stock Market
Not sure Jeffery Berenson is the right advisor for you? Invested Better is here to help.
