Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bahary is an active Registered Investment Advisor (RIA) with over 38 years of experience in the financial services industry. Jeffrey is currently registered with Cetera Investment Advisers LLC and has previously been registered with First Allied Securities, Inc., First Montauk Securities Corp., Donald & Co. Securities Inc., Mid-State Securities Corp., Fahnestock & Co., Inc., and Fahnestock International Inc. Jeffrey holds the Series 7, Series 63, and Series 65 securities licenses. Jeffrey has experience providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Jeffrey is also a member of a HOA board and has fiduciary experience as an executor of an estate and a trustee.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (EATONTOWN NJ)
NJ
12/09/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EATONTOWN NJ)
NJ
08/08/2002 - 12/09/2008
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
05/30/1997 - 09/25/2002
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NJ
02/28/1991 - 06/02/1997
MID-STATE SECURITIES CORP. (RED BANK NJ)
NY
04/13/1988 - 03/12/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
09/20/1984 - 04/13/1988
FAHNESTOCK INTERNATIONAL INC.
IA
Issued 9/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Bahary is the right advisor for you? Invested Better is here to help.
