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Jeffrey Howard Mandell

Ameritas Investment Company, LLC

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About Jeffrey Howard Mandell

Jeffrey Howard Mandell is a financial advisor with Ameritas Investment Company, LLC. Jeffrey has been in the securities industry since May 2, 1987. Jeffrey is registered in Florida, New York, and South Carolina. Jeffrey is also licensed to sell securities in the United States. Jeffrey has passed the Securities Industry Essentials Examination, General Securities Representative Examination, and Uniform Securities Agent State Law Examination.

Firm Information

Jeffrey Mandell is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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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Jeffrey Mandell’s Registration & Firm History

NY

11/20/2006 - Present

Ameritas Investment Company, LLC (PLAINVIEW NY)

PA

11/27/2001 - 03/23/2005

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

11/25/1998 - 11/16/2001

NORTH RIDGE SECURITIES CORP. (MELVILLE NY)

NY

07/18/1989 - 12/03/1998

JOSEPHTHAL & CO., INC. (NEW YORK NY)

MA

03/23/1994 - 12/07/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NA

11/12/1985 - 06/17/1989

MOSTEL & TAYLOR SECURITIES INC.

NA

07/26/1985 - 11/13/1985

SHEARSON LEHMAN BROTHERS INC.

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Licenses & Designations

BC

Issued 07/24/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Howard Mandell.
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