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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 Allan Van demark is a financial advisor who has been in the industry since February 1984. Jeffrey Van demark is currently registered with Wells Fargo Clearing Services, LLC in Paramus, New Jersey. Jeffrey Van demark has been registered with Wells Fargo Clearing Services, LLC since June 2014. Prior to that, Jeffrey Van demark was registered with Morgan Stanley, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Jeffrey Van demark is a licensed investment advisor and has passed the Series 3, 7, 63, and 66 exams. Jeffrey Van demark is also a registered investment advisor in Connecticut, Florida, Illinois, Kentucky, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Utah, and Virginia.
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.
1
2
NJ
06/13/2014 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NJ
06/01/2009 - 05/29/2014
MORGAN STANLEY (LITTLE FALLS NJ)
NJ
08/27/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WAYNE NJ)
NY
11/21/1984 - 08/28/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/24/1984 - 11/16/1984
DEAN WITTER REYNOLDS INC.
BOTH
Issued 05/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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