Unclaimed
Jeffrey G. Nanna is a financial advisor with over 10 years of experience in the industry. Jeffrey is currently registered with Perella Weinberg Partners LP in Houston, Texas. Previously, Jeffrey worked at Tudor, Pickering, Holt & Co. Securities, LLC and TUDOR PICKERING HOLT & CO ADVISORS LP. Jeffrey holds a Series 24, Series 79, Series 63 and SIE licenses.
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
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
09/15/2014 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
05/02/2013 - 09/04/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BC
Issued 05/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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