Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Markovitch is a financial advisor affiliated with Equitable Advisors, LLC, providing financial advice for over 8 years. Jeffrey is licensed in 13 states including: California, Connecticut, Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. He is also registered with FINRA and the SEC. Jeffrey holds the Series 63, Series 66 and Series 7 licenses, along with the SIE. His office is located at 1967 HIGHWAY 34, BUILDING C, SUITE 201 in WALL, NJ 07719.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
07/13/2020 - Present
Equitable Advisors, LLC (WALL NJ)
BOTH
Issued 06/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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