Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Omdahl is a financial advisor with Pinnacle Capital Securities, LLC. Jeffery has been in the financial services industry since September 9, 1988. Prior to joining Pinnacle Capital Securities, LLC, Jeffery was with INNOVATION PARTNERS LLC. Jeffery is registered with the state of California and holds the Series 3, 7, 8, and 63 licenses as well as the SIE exam.
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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CA
02/01/2023 - Present
Pinnacle Capital Securities, LLC (LONG BEACH CA)
NC
03/09/2022 - 02/02/2023
INNOVATION PARTNERS LLC (CHARLOTTE NC)
VA
01/22/2019 - 11/18/2021
FOLIO INVESTMENTS, INC. (MCLEAN VA)
MD
09/04/2014 - 08/14/2018
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
10/04/2002 - 02/07/2014
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MA
11/28/2001 - 09/03/2002
ASSOCIATED SECURITIES CORP. (BOSTON MA)
MI
01/16/2001 - 12/12/2001
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MD
10/08/1996 - 12/07/1999
PADCO FINANCIAL SERVICES, INC. (ROCKVILLE MD)
AZ
04/11/1996 - 06/25/1996
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WA
12/07/1995 - 01/01/1996
SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)
NY
08/17/1995 - 11/30/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/17/1995 - 11/30/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
10/16/1995 - 11/10/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NC
02/21/1994 - 09/12/1995
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
12/23/1992 - 02/01/1994
SELIGMAN ADVISORS, INC. (BOSTON MA)
MA
07/06/1990 - 01/13/1992
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NJ
09/26/1986 - 11/08/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/21/1983 - 09/30/1986
E. F. HUTTON & COMPANY INC
BC
Issued 01/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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