Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alecci has been in the securities industry since 1988. Jeffrey is currently a registered representative of UBS Financial Services Inc. where Jeffrey is a financial advisor. Previously, Jeffrey was registered with Morgan Stanley and Morgan Stanley & Co. Incorporated. Jeffrey holds the Series 7, Series 31, and Series 63 licenses. Jeffrey provides investment advisory services to individuals, businesses, and corporations. Jeffrey also provides educational seminars and publications. Jeffrey has a diverse background in the financial services industry, and a strong commitment to providing clients with personalized advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
06/09/2016 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NJ
06/01/2009 - 06/20/2016
MORGAN STANLEY (PARAMUS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
05/25/1988 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
BC
Issued 06/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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