Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thomas Montville is a financial advisor with Oppenheimer & Co. Inc. in SOUTHBURY, CT. Jeffrey has been in the financial industry since June 17, 1990. Jeffrey holds Series 7, 8, 63 and 65 licenses. In the past Jeffrey has been associated with Janney Montgomery Scott LLC, Tucker Anthony Incorporated, PaineWebber Incorporated and Lehman Brothers Inc. Jeffrey specializes in portfolio management for businesses and individuals, financial planning and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
08/23/2016 - Present
Oppenheimer & Co. Inc. (SOUTHBURY CT)
CT
02/04/2002 - 08/15/2006
JANNEY MONTGOMERY SCOTT LLC (DARIEN CT)
MA
07/22/1992 - 02/20/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
10/24/1990 - 04/27/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/20/1990 - 10/18/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Montville is the right advisor for you? Invested Better is here to help.
