Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey H. Liss is a registered representative with Bessemer Investor Services, Inc. Jeffrey has been in the securities industry since January 1, 2009. Jeffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, SIE and Series 7 licenses. Jeffrey is registered in 19 states, including Arizona, California, Colorado, Connecticut, Florida, Hawaii, Kentucky, Maryland, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Vermont, and 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
01/01/2009 - Present
Bessemer Investor Services, Inc. (NEW YORK NY)
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Liss is the right advisor for you? Invested Better is here to help.
