Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Weiner is a financial advisor with over 39 years of experience in the industry. Jeffrey is registered with Hornor, Townsend & Kent, LLC and is licensed in Kentucky, New Jersey and New York. Jeffrey has worked with several firms throughout his career, including New England Securities and WS Griffith Securities, Inc. Jeffrey specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
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2
NY
03/19/2021 - Present
Hornor, Townsend & Kent, LLC (NEW YORK NY)
NY
06/14/2004 - 11/08/2010
NEW ENGLAND SECURITIES (UNIONDALE NY)
CT
06/07/1993 - 06/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
11/25/1983 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 03/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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