Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Hurwitz is a financial advisor who has been in the industry since January 7, 2019. Currently, Jeffrey is an investment advisor representative for Piper Sandler & Co. Jeffrey has worked in the financial industry for over 30 years and has held various positions at other firms, including Cornerstone Macro LLC, DABNEY/RESNICK AND WAGNER, INC., and BDS Securities Corporation. Jeffrey holds a number of licenses, including Series 7, 7TO, 24, 27, and 63.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
NY
02/07/2022 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
04/29/2019 - 06/01/2022
CORNERSTONE MACRO LLC (New York NY)
NA
04/20/1992 - 05/21/1992
DABNEY/RESNICK AND WAGNER, INC.
NA
01/29/1992 - 04/16/1992
BDS SECURITIES CORPORATION
BC
Issued 03/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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