Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey W. Hanretty is a financial professional with over 25 years of experience in the industry. Jeffrey is currently registered with Lifemark Securities Corp. He has held prior registrations with several other firms including National Securities Corporation, Adirondack Trading Group LLC, CADARET, GRANT & CO., INC., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Jeffrey holds Series 7, 24, 63 and 65 securities licenses. Jeffrey has a background in accounting and currently operates a CPA practice in addition to his financial advisory work.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
01/03/2025 - Present
Lifemark Securities Corp. (ROCHESTER NY)
NY
05/06/2016 - 05/19/2017
NATIONAL SECURITIES CORPORATION (NEW HARTFORD NY)
NY
05/17/2012 - 05/12/2016
ADIRONDACK TRADING GROUP LLC (NEW HARTFORD NY)
NY
06/15/2000 - 04/02/2012
CADARET, GRANT & CO., INC. (NEW HARTFORD NY)
NY
06/16/1997 - 06/27/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/16/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
04/19/1996 - 08/07/1996
EQ FINANCIAL CONSULTANTS, INC.
NA
04/19/1996 - 08/07/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
TX
12/08/1995 - 02/26/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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