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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Howard Katz is an investment advisor representative currently registered with Mercer Global Advisors Inc.. Jeffrey Katz has been in the industry since August 23, 1988. Jeffrey Katz's current firm is located in Woodland Hills, CA. Jeffrey Katz has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Municipal Securities Principal Examination, General Securities Principal Examination and the General Securities Representative Examination. Jeffrey Katz is an Investment Advisor Representative with Mercer Global Advisors Inc. and has been in the industry since 1988.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CA
08/07/2014 - Present
Mercer Global Advisors Inc. (Woodland Hills CA)
CA
08/23/1988 - 11/15/2013
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
IA
Issued 08/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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