Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Daniel Holiday is a registered representative and a principal with ABG, LLC. Jeff Holiday has been in the financial industry since 2011. Jeff Holiday has been registered with ABG, LLC since February 2018. Jeff Holiday has passed several exams, including Series 7, Series 24, Series 63, Series 79, Series 82, and the SIE. Jeff Holiday is registered in New York. Jeff Holiday previously worked at Morgan Stanley & Co. LLC and Goldman, Sachs & Co.
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.
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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2
NY
02/02/2018 - Present
ABG, LLC (New York NY)
CA
11/02/2015 - 02/10/2017
MORGAN STANLEY & CO. LLC (MENLO PARK CA)
NY
09/27/2006 - 02/13/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 10/31/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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