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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Altomari is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the financial services industry since 1990 and has a broad range of experience in providing investment advice and financial planning services to individual and institutional clients. Jeffrey holds a Series 6, 7, 10, 63, and 65 license, and a SIE designation. Jeffrey is also a co-trustee for the Hudson Valley Financial Group 401K plan.
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.
Investment consulting services to institutional clients
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.
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2
NY
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
06/01/2009 - 06/07/2013
MORGAN STANLEY (POUGHKEEPSIE NY)
NY
09/26/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
MO
02/27/1992 - 10/03/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/02/1991 - 01/28/1992
SOUTH RICHMOND SECURITIES, INC.
NJ
06/25/1990 - 06/14/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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