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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Isaac is a financial advisor registered with Morgan Stanley, a leading financial services firm with over $10 billion in assets under management. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in multiple states. Jeffrey is a Series 7 and 66 licensed advisor, with active FINRA and SEC registrations, and has passed the SIE and Series 65 examinations. Jeffrey holds various designations, including an active IA registration in the state of New York. Jeffrey is a highly qualified financial professional with extensive experience in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Jeffrey offers a wide range of financial services, including portfolio management, financial planning, and investment 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/21/2023 - Present
Morgan Stanley (New York NY)
NJ
08/23/2021 - 11/29/2022
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
04/16/2014 - 12/31/2020
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
NY
11/16/2012 - 04/11/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (MELVILLE NY)
NY
12/20/2002 - 11/09/2012
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
08/05/2002 - 12/06/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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