Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Evan Farber is a financial advisor registered with Oppenheimer & Co. Inc.. Jeffrey has been working in the financial industry since 2004. Jeffrey has worked with firms like BMO Capital Markets Corp., Deutsche Bank Securities Inc., UBS Financial Services Inc., Broadpoint Amtech, Inc., Broadpoint Capital, Inc., and Bear, Stearns & Co. Inc. Previously, Jeffrey was a financial advisor at BMO Capital Markets Corp. prior to joining Oppenheimer & Co. Inc. Jeffrey is a Series 7 and Series 63 licensed advisor and has a strong history of providing financial advice to individuals, corporations, and other entities. Jeffrey specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/07/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
06/21/2017 - 03/03/2023
BMO CAPITAL MARKETS CORP. (New York NY)
NY
04/15/2013 - 06/01/2017
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/19/2010 - 04/01/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
CT
10/03/2008 - 06/05/2009
BROADPOINT AMTECH, INC. (GREENWICH CT)
NY
05/16/2007 - 10/13/2008
BROADPOINT CAPITAL, INC. (NEW YORK NY)
NY
05/18/2004 - 05/23/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 11/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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