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Jeffrey Garlatti

BCG Securities, Inc.

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About Jeffrey Garlatti

Jeffrey Garlatti is a financial advisor who has been in the industry since 2009. Jeffrey is currently registered with BCG Securities, Inc. and Horace Mann Investors, Inc. Jeffrey has held previous positions with PRUCO SECURITIES, LLC., PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC. Jeffrey has a strong background in providing financial advice to individuals and businesses. Jeffrey has a variety of certifications, including Series 66, Series 26, SIE and Series 7.

Firm Information

Jeffrey Garlatti is currently registered with BCG Securities, Inc.. BCG Securities, Inc. is a corporation headquartered in CHERRY HILL, NJ, with a main office in the United States. The firm was formed on September 10, 1965, and is registered with the SEC and in all 50 states. BCG Securities, Inc. provides investment advisory services to individuals, high net worth individuals, other investment advisers, pension and profit-sharing plans, and businesses. The firm offers financial planning, portfolio management, selection of other advisers, and wrap fee programs. It has approximately 1800 client accounts with a total of $685,823,407 in assets under management.
BCG Securities, Inc.

51 HADDONFIELD ROAD

CHERRY HILL, NJ 08002

$685.82M

Assets Under Management

1,800

Total Clients

44

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Garlatti’s Registration & Firm History

NJ

10/15/2019 - Present

BCG Securities, Inc. (CHERRY HILL NJ)

NJ

07/08/2015 - 04/13/2018

PRUCO SECURITIES, LLC. (MARLTON NJ)

PA

10/03/2014 - 06/24/2015

PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)

PA

10/01/2009 - 10/03/2014

VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 09/11/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Garlatti.
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