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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 Bart Perlmutter is a financial advisor registered with Hightower Advisors, LLC in Purchase, NY. Jeffrey has been working in the financial services industry since 1987. Jeffrey is a Chartered Financial Consultant and holds several industry licenses including Series 7, 6, and 63. Jeffrey specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Jeffrey is also a registered Investment Advisor in New York.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
04/21/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
03/28/2001 - 01/26/2017
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
WI
12/02/1987 - 03/19/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/12/1987 - 03/19/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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