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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 Sultan is a financial advisor at Osaic Wealth, Inc., based in Boyton Beach, Florida. Jeffrey has been in the financial services industry since 1981, and has a wide range of experience in various firms, including Royal Alliance Associates, Inc., Briarcliff Capital Corp., and J Giordano Securities Group. Jeffrey holds several licenses, including Series 7, Series 24, Series 55, Series 63, and Series 65, demonstrating expertise in various financial areas.
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Boyton Beach FL)
FL
05/27/2008 - 03/07/2017
ROYAL ALLIANCE ASSOCIATES, INC. (BOYTON BEACH FL)
FL
06/26/2006 - 06/11/2008
BRIARCLIFF CAPITAL CORP. (BOCA RATON FL)
FL
04/25/2006 - 06/02/2008
J GIORDANO SECURITIES GROUP (BOCA RATON FL)
FL
03/24/2003 - 04/26/2006
CAPITAL GROWTH FINANCIAL, LLC (BOCA RATON FL)
NY
03/19/1999 - 03/21/2003
KSH INVESTMENT GROUP, INC. (GREAT NECK NY)
FL
07/07/1997 - 03/19/1999
AVALON RESEARCH GROUP, INC. (BOCA RATON FL)
NY
11/20/1995 - 07/11/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/23/1994 - 12/06/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/19/1991 - 05/31/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NJ
01/20/1987 - 02/21/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/21/1985 - 02/02/1987
ROONEY, PACE INC.
NA
03/29/1985 - 10/25/1985
LAIDLAW ADAMS & PECK INC.
NA
10/30/1984 - 04/08/1985
CRALIN & CO., INC.
NA
03/26/1984 - 01/07/1985
OPPENHEIMER & CO., INC.
NA
10/22/1981 - 04/09/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/06/1978 - 01/15/1979
OPPENHEIMER & CO., INC.
NA
04/01/1977 - 07/05/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/24/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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