Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ofer? Claim Your ProfileOfer Albaz is an investment advisor with over 20 years of experience in the financial services industry. Ofer is currently registered with J.P. Morgan Securities LLC in New York, New Jersey and Texas. Ofer has previously worked for several other firms, including Chase Investment Services Corp., Glendale Securities, Inc., Marquis Financial Services, Inc., Benson York Group, Inc. and Joseph Dillon & Company Inc. Ofer has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Ofer is committed to providing clients with personalized financial advice and investment strategies that are tailored to their individual needs and 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (SOUTH RICHMOND HILL NY)
NY
12/19/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAURELTON NY)
CA
05/22/2008 - 12/08/2008
GLENDALE SECURITIES, INC. (SHERMAN OAKS CA)
CA
07/04/2001 - 06/09/2008
MARQUIS FINANCIAL SERVICES, INC. (SANTA CLARITA CA)
NY
03/29/1999 - 05/18/2001
BENSON YORK GROUP, INC. (MELVILLE NY)
NY
09/03/1998 - 11/03/1998
JOSEPH DILLON & COMPANY INC. (GREAT NECK NY)
IA
Issued 10/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1998
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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