Jelani Ptah is a registered investment advisor, based in Union, NJ, with 36 years of industry experience.
Location
934 Stuyvesant Avenue, Union, NJ, 07083
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Regulatory History (1)
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Customer Dispute
October 2003Denied
Other Business ActivitiesSells Insurance
Jelani is the president of Finesse Financial Services, Inc., an accounting, tax preparation, and investment practice, dedicating nearly full-time hours to it. He is also a licensed real estate broker, a life insurance agent, a health insurance agent, owns rental properties, and is a notary public.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 9 mos
Cetera Investment Advisers LLC
October 2005 - Present · 20 yrs 9 mos
Previous Registrations
C.J.M. Asset Management, LLC
February 2005 - October 2005 · 8 mos
C. J. M. Planning CORP.Broker
January 2005 - October 2005 · 9 mos
Cadaret, Grant & CO., INC.Broker
June 2000 - December 2004 · 4 yrs 6 mos
Cadaret Grant & CO INC
January 1998 - December 2004 · 6 yrs 11 mos
Advantage Capital CorporationBroker
October 1996 - June 2000 · 3 yrs 8 mos
Advantage Capital CorporationBroker
September 1996 - October 1996 · 1 mo
Guardian Investor Services CorporationBroker
November 1991 - October 1996 · 4 yrs 11 mos
Travelers Equities Sales, INC.Broker
April 1989 - June 1991 · 2 yrs 2 mos
State Registrations6 states
ALGANCNJNYPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.