Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Landle is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently an Investment Advisor Representative with Crito Capital LLC. Prior to that, Jeffrey was registered with Quasar Distributors, LLC, Foreside Fund Services, LLC, Arden Securities LLC, RMG Partners, HVB Capital Markets, Inc., Commonfund Securities, Inc., The Blackstone Group L.P., Endowment Services, Inc., Endowment Advisers, Inc., Twenty-First Securities Corporation, E. F. Hutton & Company Inc and Moore & Schley, Cameron & Co. Jeffrey holds the Series 3, Series 7, Series 24, and Series 63 licenses, and the SIE designation. Jeffrey’s current registration with the state of New York allows Jeffrey to offer financial services to individuals and corporations. Jeffrey specializes in offering non-discretionary advisory services including selection of other advisors, portfolio management for individuals, and other services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary services
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.
1
2
NY
09/16/2020 - Present
Crito Capital LLC (NEW YORK NY)
ME
04/03/2018 - 12/31/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
10/31/2013 - 06/01/2016
FORESIDE FUND SERVICES, LLC (Marblehead MA)
NY
09/21/2007 - 11/02/2011
ARDEN SECURITIES LLC (NEW YORK NY)
NY
12/13/2004 - 10/01/2007
RMG PARTNERS (NEW YORK NY)
NY
05/14/2002 - 01/27/2004
HVB CAPITAL MARKETS, INC. (NEW YORK NY)
CT
06/29/1999 - 04/22/2002
COMMONFUND SECURITIES, INC. (WILTON CT)
NY
11/12/1998 - 07/13/1999
THE BLACKSTONE GROUP L.P. (NEW YORK NY)
CT
09/18/1997 - 02/19/1998
ENDOWMENT SERVICES, INC. (WILTON CT)
NA
03/13/1996 - 09/18/1997
ENDOWMENT ADVISERS, INC.
NY
05/29/1986 - 03/01/1996
TWENTY-FIRST SECURITIES CORPORATION (NEW YORK NY)
NA
04/22/1982 - 01/19/1987
E. F. HUTTON & COMPANY INC
NA
08/21/1985 - 06/18/1986
MOORE & SCHLEY, CAMERON & CO.
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2016
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Landle is the right advisor for you? Invested Better is here to help.
