linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Haron Dallal

Anos Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Haron Dallal

Jeffrey Dallal has been in the financial industry since 1994. Currently, Jeffrey Dallal is an Investment Advisor Representative at Anos Capital, LLC, working out of the firm's office in New York City. Jeffrey has experience with Abel/Noser Corp., Chase Investment Services Corp., American Express Financial Advisors Inc., IDS Life Insurance Company, Whale Securities Co., L.P., Commonwealth Associates and Gruntal & Co. Incorporated. Jeffrey is a licensed agent in New York, and has successfully completed the Series 63, Series 24, Series 99TO, SIE, and Series 7 exams.

Firm Information

Jeffrey Dallal is currently registered with Anos Capital, LLC. Anos Capital, LLC is a Limited Liability Company formed in 2016. The firm provides portfolio transition management services. Anos Capital, LLC is registered with the SEC and in all 50 states, as well as the District of Columbia and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

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.

check

portfolio transition management services

Portfolio transition management services

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.

check

other

Negotiated fees based on transition accounts-item 10 in brochure

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Dallal’s Registration & Firm History

NY

10/21/2016 - Present

Anos Capital, LLC (NEW YORK NY)

NY

01/28/1999 - 11/04/2016

ABEL/NOSER CORP. (NEW YORK NY)

IL

08/13/1998 - 10/28/1998

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MN

11/26/1997 - 04/23/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/26/1997 - 04/23/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

05/26/1995 - 03/04/1997

WHALE SECURITIES CO., L.P. (NEW YORK NY)

NY

09/12/1994 - 05/19/1995

COMMONWEALTH ASSOCIATES (NEW YORK NY)

NY

09/14/1993 - 09/15/1994

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

Not sure if Jeffrey Haron Dallal is right for you?

Licenses & Designations

BC

Issued 08/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/26/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Haron Dallal.
Not sure if Jeffrey Haron Dallal is right for you?