Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Winner is a registered investment advisor representative with Equitable Advisors, LLC and has been in the industry since August 2001. Jeffrey is registered in California, Connecticut, Florida, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, and Pennsylvania. He is also licensed as an Investment Advisor Representative in California, Connecticut, Florida, New Jersey, New York, North Carolina and Pennsylvania. Jeffrey's firm, Equitable Advisors, LLC, is a large firm headquartered in New York, NY, with over 5,000 employees. The firm offers a range of financial services, including financial planning, portfolio management, and insurance. Jeffrey specializes in providing financial advice to high-net-worth individuals, corporations, and 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.
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
NJ
06/29/2010 - Present
Equitable Advisors, LLC (WALL NJ)
BOTH
Issued 10/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Winner is the right advisor for you? Invested Better is here to help.
