Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kassower is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been in the securities industry since 1977. Jeffrey has Series 7, 9, 10, 15, 63 and 65 licenses. Jeffrey has been registered with Wells Fargo Advisors Financial Network, LLC since 2023. Prior to that, Jeffrey was registered with Wells Fargo Clearing Services, LLC since 2011 and before that, Jeffrey was registered with Morgan Stanley Smith Barney from 2009 to 2011. Jeffrey has been registered with Morgan Stanley Smith Barney from 2009 to 2011, Citigroup Global Markets Inc. from 1998 to 2009, CIBC Oppenheimer Corp. from 1995 to 1998, Chase Manhattan Investment Services, Inc. from 1992 to 1995, Prudential Securities Incorporated from 1989 to 1992, Drexel Burnham Lambert Incorporated from 1983 to 1989, Prudential-Bache Securities Inc. from 1979 to 1983, Loeb Partners from 1978 to 1980, and Loeb Rhoades & Co. Inc. from 1977 to 1978. Jeffrey specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jeffrey is currently registered in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, and Washington.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
FL
05/26/2011 - 11/16/2023
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
09/04/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
NY
08/04/1995 - 09/21/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
IL
06/26/1992 - 09/27/1995
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
05/26/1989 - 06/23/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/02/1983 - 07/13/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/29/1979 - 06/21/1983
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/18/1978 - 07/22/1980
LOEB PARTNERS
NA
07/01/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
IA
Issued 04/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 06/18/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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