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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 Bittner is a financial advisor with Mariner Wealth. Jeffrey has over 15 years of experience in the financial services industry. Jeffrey holds Series 6, 7, 31, 63, and 65 licenses. Jeffrey is a Certified Financial Planner™. Jeffrey provides portfolio management, financial planning, and other investment services to individuals, families, businesses, and institutions. Prior to joining Mariner Wealth, Jeffrey worked at Lincoln Financial Advisors, Investment Centers of America, TIAA-CREF, Morgan Stanley Smith Barney, and J.P. Morgan Securities.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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MI
04/08/2019 - Present
Mariner Wealth (NOVI MI)
MI
05/02/2016 - 04/01/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
MI
02/06/2014 - 03/31/2016
INVESTMENT CENTERS OF AMERICA, INC. (FARMINGTON HILLS MI)
MI
03/08/2012 - 11/21/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)
MI
11/22/2010 - 02/02/2012
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM MI)
MI
10/01/2008 - 10/21/2010
J.P. MORGAN SECURITIES LLC (GROSSE POINTE MI)
MI
07/21/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DETROIT MI)
MI
09/20/2007 - 07/01/2008
CHASE INVESTMENT SERVICES CORP. (HUNTINGTONWOOD MI)
MI
05/19/2004 - 08/23/2007
MML INVESTORS SERVICES, INC. (CLARKSTON MI)
MI
05/26/2003 - 01/12/2004
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 10/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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