Unclaimed
Jeffery Donald Halicky is a financial professional with B. Riley Wealth Management. Jeffery holds the Series 99TO and SIE licenses. Jeffery's professional experience spans several years. Jeffery's current registration is with FINRA.
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
IL
07/18/2023 - Present
B. Riley Wealth Management (OAKBROOK TERRACE IL)
BC
Issued 07/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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