Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Zielinski is a financial advisor registered with New York Life Investment Management LLC. Jeffrey has been working in the financial services industry since 2012. Jeffrey holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE. Prior to joining New York Life Investment Management LLC, Jeffrey was with John Hancock Funds, LLC, Signator Investors, Inc., NYLIFE Distributors LLC, ADP Broker-Dealer, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Jeffrey is registered in 53 states and the District of Columbia.
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.
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.
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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NY
07/28/2016 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NJ
11/03/2015 - 07/08/2016
JOHN HANCOCK FUNDS, LLC (Parsippany NJ)
NJ
04/14/2015 - 07/06/2016
SIGNATOR INVESTORS, INC. (PARSIPPANY NJ)
NJ
01/20/2015 - 04/15/2015
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
NJ
03/24/2014 - 01/06/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
10/01/2012 - 04/03/2014
J.P. MORGAN SECURITIES LLC (TEANECK NJ)
NJ
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TEANECK NJ)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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