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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 Libman is a financial advisor at Wells Fargo Clearing Services, LLC, with over 35 years of experience in the industry. Jeffrey has a broad range of experience in the financial industry, having held positions at several firms, including J.P. Morgan Securities Inc. and RBC Dain Rauscher Inc. Jeffrey holds Series 7, 10, 24, 53, 63 and 65 securities licenses and is a registered representative in Florida, New Jersey and Texas. Jeffrey also holds a Series 65 registration in New Jersey and a Series 65 registration in Texas (resident).
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.
1
2
NJ
06/20/2016 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NJ
11/17/2005 - 01/13/2009
J.P.MORGAN SECURITIES INC. (WHIPPANY NJ)
NY
03/09/2002 - 12/01/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
02/26/1987 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 06/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/25/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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