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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 Leventhal is an investment advisor representative at Hightower Advisors, LLC. Jeffrey has been in the industry since 1995. Jeffrey holds Series 7, 24, 31, and 63 licenses. Jeffrey is also registered with the state of Maryland as an Investment Adviser Representative. Previously, Jeffrey worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey's specializations include portfolio management for individuals and businesses, financial planning, and pension consulting. Jeffrey has worked at Hightower Advisors, LLC since 2011.
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
MD
09/21/2011 - Present
Hightower Advisors, LLC (BETHESDA MD)
MD
03/28/2003 - 09/27/2011
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
NY
11/06/1995 - 04/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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