linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Steven Tuccillo

American Portfolios Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Steven Tuccillo

Jeffrey Steven Tuccillo is a financial professional with over 30 years of experience in the financial services industry. Jeffrey is currently registered with American Portfolios Financial Services, Inc. and is licensed to conduct business in Connecticut, Florida, New Jersey, New York, North Carolina, and South Carolina. Previously, Jeffrey has worked with several other firms, including Lincoln Investment, Great American Advisors, Inc., PMG Securities Corporation, Nathan & Lewis Securities, Inc., Walnut Street Securities, Inc., and Guardian Investor Services Corporation.

Firm Information

Jeffrey Tuccillo is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Tuccillo’s Registration & Firm History

NY

05/08/2020 - Present

American Portfolios Financial Services, Inc. (Yonkers NY)

NY

08/02/2010 - 05/11/2020

LINCOLN INVESTMENT (YONKERS NY)

OH

02/15/2005 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

03/30/1995 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

NY

02/14/1994 - 01/20/1995

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

CA

09/10/1993 - 02/10/1994

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

08/11/1993 - 09/14/1993

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

Not sure if Jeffrey Steven Tuccillo is right for you?

Licenses & Designations

BC

Issued 08/31/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Steven Tuccillo.
Not sure if Jeffrey Steven Tuccillo is right for you?