Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jelani? Claim Your ProfileJelani Ptah is an investment advisor representative registered with Cetera Investment Advisers LLC. Jelani is a licensed financial advisor in Alabama, Georgia, New Jersey, New York, North Carolina, and Pennsylvania. Jelani Ptah has been working in the financial industry since September 7, 1989. Jelani's previous employers include C.J.M. Planning Corp., Cadaret, Grant & Co., Inc., Advantage Capital Corporation, Guardian Investor Services Corporation, and Travelers Equities Sales, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NJ
10/24/2005 - Present
Cetera Investment Advisers LLC (ROSELLE NJ)
NJ
01/12/2005 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
06/23/2000 - 12/31/2004
CADARET, GRANT & CO., INC. (SYRACUSE NY)
GA
10/18/1996 - 06/23/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
09/26/1996 - 10/18/1996
ADVANTAGE CAPITAL CORPORATION
NY
11/11/1991 - 10/03/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
04/13/1989 - 06/26/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/7/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/4/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 4/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jelani Ptah is the right advisor for you? Invested Better is here to help.
