Jeffrey Unger (CRD# 1219324) is an Investment Advisor Representative working at Citizens Securities, Inc. in Matawan, NJ and has over 32 years of experience in the finance industry.
CRD# 4846117
Hightower Advisors, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Morganville, NJ | Dec 2021 - Current | 2 |
| Santander Bank, Na | Boston, MA | Apr 2019 - Dec 2021 | 2 |
| Santander Securities, LLC | Dorchester, MA | Apr 2019 - Dec 2021 | 2 |
| Bank Of America, N.a. | Pennington, NJ | Jun 2014 - Apr 2019 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | May 2014 - Apr 2019 | 4 |
| M & T Securities | New York, NY | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- FL
- NJ
- NY
- PA
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.