Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J. Winston is a financial professional registered with Santander US Capital Markets LLC. Jeffrey has been in the financial industry since July 1, 2006. Jeffrey holds Series 7, 63, 24, SIE and 99TO licenses. Jeffrey has a registration in New York. Jeffrey was previously registered with CREDIT SUISSE SECURITIES (USA) 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.
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2
NY
01/31/2024 - Present
Santander US Capital Markets LLC (NEW YORK NY)
NY
06/30/2006 - 01/29/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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