Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Teplansky is a registered representative with Wells Fargo Clearing Services, LLC. Jeffrey has over 29 years of experience in the financial services industry. Jeffrey is registered in multiple states and has Series 7, Series 63, and Series 65 licenses. Jeffrey has a long history in the industry having previously worked at firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc. and Quick & Reilly, Inc.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
01/05/2022 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/23/2009 - 05/19/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)
NY
09/05/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/13/1996 - 08/06/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/01/1996 - 08/26/1996
LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)
CA
01/01/1996 - 01/31/1996
SMITH, BENTON & HUGHES, INC. (LOS ANGELES CA)
NY
10/11/1995 - 12/08/1995
COLIN WINTHROP & CO., INC. (JERICHO NY)
NY
03/20/1995 - 09/19/1995
RAS SECURITIES CORP. (NEW YORK NY)
CO
04/12/1994 - 03/21/1995
PARAMOUNT INVESTMENTS INTERNATIONAL, INC. (DENVER CO)
NA
02/22/1994 - 04/15/1994
KENSINGTON WELLS INCORPORATED
IA
Issued 09/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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