Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Lallemand is a registered representative of Oppenheimer & Co. Inc. based in New York, NY. Jeffrey Lallemand has been in the industry since March 2002. Jeffrey Lallemand is also registered as an Investment Advisor Representative in the state of New York. Jeffrey Robert Lallemand was previously registered with Maxim Group LLC and Eastbrook Capital Group LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/08/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
11/25/2008 - 09/06/2023
MAXIM GROUP LLC (NEW YORK NY)
NY
03/21/2002 - 11/24/2008
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
IA
Issued 04/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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