Unclaimed
Jeffrey Dylan Samit is a financial advisor with Deloitte Corporate Finance LLC. Jeffrey has been in the industry since August 9, 2021. Jeffrey is registered with FINRA and holds the Series 63, Series 79TO, and SIE licenses. Jeffrey is registered in 13 states including California, Connecticut, Florida, Illinois, Indiana, Kentucky, Massachusetts, Nebraska, New York, North Carolina, South Dakota, Texas, and West Virginia.
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.
1
2
NY
08/10/2021 - Present
Deloitte Corporate Finance LLC (NEW YORK NY)
BC
Issued 08/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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