Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Balash is a financial advisor with over 28 years of experience in the financial services industry. Jeffrey is currently registered with Comstock Partners, LLC. Jeffrey has held previous positions with F. M. Roberts & Company, Inc., Anthem Partners, L.P., Sanwa Duval L.P. and Drexel Burnham Lambert Incorporated. Jeffrey has passed the Series 7, Series 24, Series 63, Series 14, Series 79TO, Series 99TO and SIE exams. Jeffrey is registered with FINRA.
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.
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2
CA
06/21/1996 - Present
Comstock Partners, LLC (Los Angeles CA)
CA
11/27/1995 - 12/18/1997
F. M. ROBERTS & COMPANY, INC. (LOS ANGELES CA)
NA
03/25/1992 - 11/20/1992
ANTHEM PARTNERS, L.P.
NA
01/15/1992 - 02/26/1992
SANWA DUVAL L.P.
NA
10/19/1988 - 11/18/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 01/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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