Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Blitz is a financial advisor with over 25 years of experience in the financial services industry. Jeffrey is currently registered with Cambridge Investment Research, Inc. in Syracuse, NY. Prior to joining Cambridge Investment Research, Inc., Jeffrey was with CADARET, GRANT & CO., INC. in Liverpool, NY. Jeffrey is a licensed Series 63 and Series 65, and holds Series 7 and Series 6TO licenses. Jeffrey is also a licensed investment advisor in the state of 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.
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.
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2
NY
06/01/2021 - Present
Cambridge Investment Research, Inc. (Syracuse NY)
NY
09/28/2020 - 05/20/2021
CADARET, GRANT & CO., INC. (Liverpool NY)
NY
07/11/2019 - 07/06/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (SYRACUSE NY)
NY
10/05/2017 - 05/31/2019
KEY INVESTMENT SERVICES LLC (NEW HARTFORD NY)
NY
03/03/2015 - 10/12/2017
PINNACLE INVESTMENTS, LLC (FAYETTEVILLE NY)
NY
10/08/2012 - 10/25/2013
IBN FINANCIAL SERVICES, INC. (LIVERPOOL NY)
CT
05/11/2000 - 11/07/2011
TOUCHSTONE SECURITIES, INC. (STAMFORD CT)
FL
01/28/1998 - 11/13/1998
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
03/14/1997 - 12/22/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
07/06/1995 - 03/19/1997
THE BOSTON GROUP (LOS ANGELES CA)
CA
09/21/1994 - 07/31/1995
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NJ
04/22/1992 - 09/20/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 01/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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FINRA
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