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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 Scharpf is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. He is registered with the Securities and Exchange Commission (SEC) and holds licenses for Series 7, Series 24, Series 63 and Series 65. He has been in the industry since 1987. Jeffrey provides financial advice to individuals, businesses, corporations, investment companies, pension and profit-sharing plans, state or municipal government entities, charitable organizations, and insurance companies. He works out of a branch office in West Islip, New York.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
02/19/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WEST ISLIP NY)
NY
11/01/2010 - 06/23/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/08/2005 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
01/19/2001 - 03/08/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/24/1987 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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