Unclaimed Profile

Ofer Ephraim Gabbay

TARGETED FINANCIAL SERVICES, LLC·HOLMDEL, New Jersey

Series 7, Series 66Clean record22 years registeredTARGETED FINANCIAL SERVICES, LLC

960 HOLMDEL ROAD, HOLMDEL, NJ 07733CRD# 4160262Firm CRD# 129049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ofer Ephraim Gabbay · HOLMDEL, NJ

Registration

CRD #4160262 · TARGETED FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TARGETED FINANCIAL SERVICES, LLC

TARGETED FINANCIAL SERVICES, LLC

Jan 2014 – Nov 2018

HOLMDEL, NJ

THE GREEN GROUP

Mar 2004 – Sep 2013

WOODBRIDGE, NJ

TARGETED FINANCIAL SERVICES, LLC

Nov 2003 – Jan 2004

WOODBRIDGE, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 17, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TARGETED FINANCIAL SERVICES, LLC

CRD 129049 · SEC 801-62542

AUM

$283M

Regulatory assets under management

Employees

397 client accounts

Services offered by TARGETED FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TARGETED FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Ofer Ephraim Gabbay offer?

Ofer Ephraim Gabbay specializes in Financial Planning, Investment Management, Wealth Management.

What are Ofer Ephraim Gabbay's credentials?

Ofer Ephraim Gabbay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ofer Ephraim Gabbay located?

Ofer Ephraim Gabbay is based in HOLMDEL, New Jersey, last registered with TARGETED FINANCIAL SERVICES, LLC.

How does Ofer Ephraim Gabbay charge for services?

Ofer Ephraim Gabbay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TARGETED FINANCIAL SERVICES, LLC?

TARGETED FINANCIAL SERVICES, LLC has approximately 4 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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