Unclaimed
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.
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
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