Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Langert is an investment advisor with over 30 years of experience in the financial industry. Jeffrey is currently affiliated with Citigroup Global Markets Inc. and has previously worked with several other firms, including Morgan Stanley and BANC of America Investment Services, Inc. Jeffrey has a strong background in securities, including Series 7, 9, 10, 24, and 63 licenses. Jeffrey's expertise includes financial planning, portfolio management, and asset allocation advice.
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.
Asset allocation advice
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.
1
2
NY
03/16/2015 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/01/2009 - 10/15/2014
MORGAN STANLEY (PURCHASE NY)
NY
01/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
10/20/2004 - 12/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/20/1997 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/28/1989 - 01/02/1997
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
06/28/1988 - 01/18/1989
J. T. MORAN & CO., INC.
NA
04/19/1988 - 05/21/1988
SHERWOOD CAPITAL, INC.
BC
Issued 05/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/02/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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