Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Danesis is a financial advisor with Leerink Partners LLC based in Charlotte, North Carolina. Jeffrey has been in the industry since 2008. He has a Series 7, Series 63, Series 24, Series 79TO and SIE licenses. Jeffrey has worked at Leerink Partners LLC since 2015, and prior to that, he was with Wells Fargo Securities, LLC and LAZARD MIDDLE MARKET LLC.
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
NC
04/15/2015 - Present
Leerink Partners LLC (Charlotte NC)
NC
08/05/2009 - 04/06/2015
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
NC
02/13/2008 - 07/08/2009
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
Not sure Jeffrey Danesis is the right advisor for you? Invested Better is here to help.
