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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 Allen Gelber is a financial advisor with B. Riley Wealth Advisors, Inc. Jeffrey has been in the financial industry for over 30 years, having earned licenses to practice in the state of Missouri and across the country. Jeffrey currently works with a variety of clients, including high-net-worth individuals, families, and businesses, and specializes in portfolio management for both individuals and businesses. Jeffrey offers a range of advisory services, including financial planning, portfolio management, and pension consulting.
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
MO
07/26/2022 - Present
B. Riley Wealth Advisors, Inc. (St. Louis MO)
MO
10/18/1995 - 08/03/2005
KENNY SECURITIES CORP. (ST. LOUIS MO)
MO
06/02/1992 - 09/12/1995
PAULI & COMPANY, INC (ST. LOUIS MO)
MO
11/18/1988 - 07/12/1991
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
06/21/1988 - 11/18/1988
ROWLAND, SIMON & CO.
NA
06/21/1988 - 06/30/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 09/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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