Jeffrey MastriannaCRD Number: 1858054
Current Firm: Charles Schwab & Company, Inc.
Jeffrey Mastrianna (CRD# 1858054) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stamford, CT and has over 28 years of experience in the finance industry. Jeffrey Mastrianna 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.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Charles Schwab & Company, Inc.||Stamford, CT||Jun 2010 - Current||7|
|Charles Schwab Bank||Stamford, CT||Jun 2010 - Current||7|
|Wilton Youth Football||Wilton, CT||Jan 2010 - Mar 2012||2|
|Wilton Little League||Wilton, CT||Jan 2010 - Mar 2012||2|
|Fairfield County Youth Football League||Wilton, CT||Jan 2010 - Jun 2011||1|
|Chase Investment Services Corp||White Plains, NY||Jun 2009 - May 2010||< 1|
|Unemployed||Na, CT||Dec 2008 - Jun 2009||< 1|
|Fidelity Brokerage Services, Inc.||Stamford, CT||Sep 1989 - Nov 2008||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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