Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cohen Hartman is a financial advisor with over 25 years of experience in the industry. Jeffrey is a registered representative with Osaic Wealth, Inc. and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey has held previous positions at OneAmerica Securities, Inc. and AXA Advisors, LLC. Jeffrey is a registered investment advisor in 13 states and a registered representative in 40 states. Jeffrey is also a managing director of ITP Partners, an insurance and recruiting firm.
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.
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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/11/2012 - 02/07/2014
ONEAMERICA SECURITIES, INC. (ATLANTA GA)
GA
02/25/1998 - 11/16/2012
AXA ADVISORS, LLC (ATLANTA GA)
NY
02/25/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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