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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 Marc Muchnick is a financial advisor registered with Wealthpenn.comllc. Jeffrey Marc Muchnick has been in the industry since April 15, 1997 and has experience working with individual, high-net-worth, and institutional clients. Jeffrey Marc Muchnick is registered in 29 states and is also a Registered Investment Advisor in New York and Texas. Jeffrey Marc Muchnick's previous firms include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Calamos Financial Services LLC, and Royal Alliance Associates, Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/22/2022 - Present
Wealthpenn.comllc (Jericho NY)
NY
07/13/2015 - 04/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NY
09/16/2014 - 04/08/2015
CALAMOS FINANCIAL SERVICES LLC (New York NY)
NY
09/09/2011 - 08/27/2014
ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)
NY
05/29/2001 - 09/09/2011
NORTH RIDGE SECURITIES CORP. (WANTAGH NY)
NY
02/08/2001 - 06/07/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/24/2000 - 01/17/2001
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
12/20/1996 - 05/25/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
06/10/1996 - 02/05/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
05/14/1996 - 05/20/1996
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 10/7/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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