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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 M. Kaltman is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Jeffrey has over 30 years of experience in the securities industry. His first registration was in 1989 with Gruntal & Co. Incorporated. He later joined Prudential Securities Incorporated before moving to Wells Fargo Advisors LLC in 2009. He specializes in portfolio management for individuals and businesses, financial planning, and pension consulting services. Jeffrey's expertise lies in the investment industry, and he holds Series 3, 7, 63 and 65 licenses, along with the SIE exam. He has a record of client satisfaction and is committed to providing his clients with tailored advice and personalized services. He is registered in 19 states across the country.
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
11/01/2023 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NY
05/13/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/25/1989 - 04/28/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1989
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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