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David Zervos

Jefferies LLC

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About David Zervos

David Zervos is a financial professional with over 20 years of experience in the industry. David is currently registered with Jefferies LLC and holds the Series 3, 7, 17, 24, and 63 licenses. David has held previous positions at RBS Greenwich Capital. David's current employment with Jefferies LLC began on January 13, 2010. David is registered to conduct business in all 50 states and the District of Columbia.

Firm Information

David Zervos is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Zervos’s Registration & Firm History

FL

01/13/2010 - Present

Jefferies LLC (MIAMI FL)

CT

09/25/2000 - 07/23/2004

RBS GREENWICH CAPITAL (STAMFORD CT)

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Licenses & Designations

BC

Issued 02/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2012

Series 3 - National Commodity Futures Examination

BC

Issued 01/12/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/22/2000

Series 17 - Limited Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for David Zervos.
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