Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Haiken is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Melville, New York. Jeffrey has been in the industry since 1998 and has a wealth of experience. Jeffrey is registered with the state of New York and Texas. In addition to his current role at Stifel, Nicolaus & Company, Inc., Jeffrey has worked at Janney Montgomery Scott LLC, Oppenheimer & Co. Inc., and Prudential Securities Incorporated. Jeffrey is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
NY
06/08/2015 - Present
Stifel, Nicolaus & Company, Inc. (MELVILLE NY)
NY
01/02/2008 - 06/09/2015
JANNEY MONTGOMERY SCOTT LLC (MELVILLE NY)
NY
02/04/2002 - 01/03/2008
OPPENHEIMER & CO. INC. (MELVILLE NY)
NY
06/19/1998 - 02/07/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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