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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 Cristadoro is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC. Jeffrey has a wide range of experience working with individual clients and businesses. Jeffrey provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Jeffrey has held previous positions at B. Riley Wealth Management, National Securities Corporation, Prime Capital Services, Inc., HSBC Securities (USA) Inc., Chase Investment Services Corp., J.P. Turner & Company, L.L.C., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Coleman & Company Securities, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
04/11/2024 - Present
LPL Financial LLC (STATEN ISLAND NY)
TN
07/22/2022 - 04/12/2024
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
NY
01/04/2011 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
03/04/2009 - 01/06/2011
PRIME CAPITAL SERVICES, INC. (GREENVALE NY)
NY
05/08/2007 - 03/03/2009
HSBC SECURITIES (USA) INC. (MANHASSET NY)
NY
08/15/2000 - 04/12/2007
CHASE INVESTMENT SERVICES CORP. (FRESH MEADOWS NY)
GA
06/10/1999 - 08/10/2000
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
07/23/1998 - 06/15/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
09/03/1997 - 12/10/1997
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
03/14/1997 - 09/22/1997
COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)
IA
Issued 10/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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