Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ross Zapoleon is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Rockefeller Financial LLC. Prior to joining Rockefeller Financial, Jeffrey worked for Morgan Stanley and Wells Fargo Clearing Services, LLC. Jeffrey is licensed to provide investment advice in several states, including Florida, Texas, and California. Jeffrey focuses on providing financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/24/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
FL
09/26/2019 - 08/14/2020
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
06/01/2009 - 09/27/2019
MORGAN STANLEY (BOCA RATON FL)
FL
01/09/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
05/22/1989 - 01/27/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NA
09/12/1983 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/04/1983 - 09/09/1983
HERZFELD & STERN
NA
06/28/1982 - 03/17/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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