Unclaimed
Jeffrey G Land is a financial advisor with over 13 years of experience in the industry. Jeffrey is currently registered with Oppenheimer & Co. Inc. and is licensed in California, Missouri, and New York. Prior to joining Oppenheimer & Co. Inc., Jeffrey was with BRANDIS TALLMAN LLC. Jeffrey holds the Series 63, Series 52, and SIE licenses.
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
CA
08/19/2020 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
10/24/2007 - 08/15/2020
BRANDIS TALLMAN LLC (SAN FRANCISCO CA)
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
Not sure Jeffrey Land is the right advisor for you? Invested Better is here to help.