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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 Glattfelder is an active investment advisor representative with Blackrock Investment Management, LLC. Jeffrey has over 25 years of experience in the financial industry. He is a Chartered Financial Analyst and holds FINRA Series 6, 7, 24, 31 and 63 licenses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
08/23/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
06/01/2009 - 01/27/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
06/09/2009 - 05/26/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
05/02/2005 - 11/04/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/02/2005 - 11/04/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/12/2001 - 12/20/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/12/1994 - 05/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/20/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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