Jeffrey Hanretty (CRD# 2635220) is an Investment Advisor Representative working at Lifemark Securities Corp. in New Hartford, NY and has over 28 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 5688534
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Jun 2017 - Current | 6 |
| Jeffrey W. Hanretty & Associates | New Hartford, NY | Nov 1989 - Current | 34 |
| Hanretty & Harloff Pa, LLC | Osprey, FL | Feb 2016 - Apr 2020 | 4 |
| National Asset Management | New Hartford, CT | Jun 2016 - May 2017 | < 1 |
| National Securities Corporation | New Hartford, CT | May 2016 - May 2017 | 1 |
| Adirondack Trading Group LLC | New Woodstock, NY | May 2012 - May 2016 | 4 |
| Hanretty Financial Services | New Hartfoed, NY | Jun 2000 - May 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
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