Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Spencer Fink is a registered investment advisor representative with Neuberger Berman BD LLC, located in NEW YORK, NY. Jeffrey has been in the financial services industry since 2006. Jeffrey holds Series 66, Series 7, and SIE licenses. Jeffrey's areas of specialization include financial planning, portfolio management, and selection of other advisors. Jeffrey also has registrations in multiple states, including California, Connecticut, Florida, Hawaii, Illinois, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, Oregon, Pennsylvania, and the Virgin Islands.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/25/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Jeffrey Fink is the right advisor for you? Invested Better is here to help.
