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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 Deiss is a registered investment advisor representative at Advisors Capital Management, LLC, a firm based in Ridgewood, NJ. Jeffrey has been in the industry since 2001, previously working at NFP Advisor Services, LLC and Citigroup Global Markets Inc. Jeffrey holds the Series 7, Series 63 and Series 65 securities licenses and is a Certified Financial Planner. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jeffrey works with a variety of client types including individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
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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NJ
04/20/2015 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NJ
04/13/2009 - 04/07/2015
NFP ADVISOR SERVICES, LLC (MORRISTOWN NJ)
NY
05/29/2007 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/25/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
01/19/2001 - 10/10/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 08/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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