Jeffrey MarkanichCRD Number: 1020155
Current Firm: Allegheny Investments, Ltd.
Jeffrey Markanich (CRD# 1020155) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Moon Township, PA and has over 33 years of experience in the finance industry. Jeffrey Markanich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Allegheny Investments, Ltd.||Pittsburgh, PA||Dec 1995 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 1995|
Total Assets Under Management208MILLIONS
Total Number of Accounts2,580ACCOUNTS
Average Account Value$80,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV