Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark Kobernick is an investment advisor representative at New Edge Wealth. Jeffrey has been in the financial services industry for over 30 years. He is registered with the state of Connecticut, Florida, New Jersey, and Texas. Jeffrey's experience includes working for Lehman Brothers Inc., Morgan Stanley & Co., Incorporated, and UBS Financial Services Inc. Jeffrey provides financial services to high net worth individuals. He is a member of the Board of Directors of the Banyan Golf Club.
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.
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.
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2
CT
12/11/2020 - Present
NEW Edge Wealth (DARIEN CT)
NY
09/19/2008 - 12/22/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/19/2003 - 10/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/27/1993 - 09/22/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 11/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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