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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 Orlouski is a financial advisor associated with Gladstone Wealth Partners, a Registered Investment Adviser, which is a separate and distinct firm. Jeffrey Orlouski has been in the financial services industry since December 1998. He provides financial planning and portfolio management services for individuals and businesses. He is registered with the State of New Jersey and New York.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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
NJ
06/09/2022 - Present
Gladstone Wealth Partners (CHESTER NJ)
NY
10/07/2013 - 05/23/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
12/19/2012 - 10/07/2013
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
06/08/2010 - 05/04/2012
TOUSSAINT CAPITAL PARTNERS, LLC (FREEHOLD NJ)
NJ
02/25/2005 - 01/16/2009
BNY MELLON SECURITIES LLC (JERSEY CITY NJ)
NE
11/28/2001 - 12/15/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
06/24/1998 - 04/16/2001
AMERITRADE (BELLEVUE NE)
NE
12/07/1995 - 04/29/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 07/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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