Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ullman is a financial advisor with The Jeffrey Matthews Financial Group, LLC in FLORHAM PARK, NJ. Jeffrey has been in the financial industry for over 35 years and has been registered with FINRA since 1996. Jeffrey holds the Series 7, Series 63, and SIE licenses. Jeffrey is licensed to sell securities in 18 states, including Arizona, California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, and Pennsylvania. Prior to joining The Jeffrey Matthews Financial Group, LLC, Jeffrey worked at Halpert and Company, Inc.
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.
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.
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NJ
11/29/1996 - Present
THE Jeffrey Matthews Financial Group, LLC (FLORHAM PARK NJ)
NJ
10/20/1987 - 12/06/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BC
Issued 11/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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