Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Martin Tabman is a financial professional with over 29 years of experience in the financial services industry. Jeffrey is currently registered with Equitable Advisors, LLC and has been with the firm since May 2001. Jeffrey has a wide range of experience, including working at Sands Brothers & Co., LTD. in New York, NY. Jeffrey is also a Certified Financial Planner, and is an instructor at Hofstra University, where he teaches CFP and insurance courses. Jeffrey's primary business is conducted through Equitable Advisors, LLC.
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.
1
2
NY
01/31/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
08/02/1994 - 05/24/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Tabman is the right advisor for you? Invested Better is here to help.
