Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Taglienti is a financial professional with over 17 years of experience in the industry. Jeffrey is currently registered with Truist Securities, Inc. in Atlanta, Georgia. Jeffrey has held previous positions at Houlihan Lokey Capital, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey has a wide range of experience in the financial services industry, including investment banking and securities trading. He is licensed to conduct business in all 50 states.
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
GA
10/06/2010 - Present
Truist Securities, Inc. (ATLANTA GA)
IL
11/26/2007 - 09/09/2010
HOULIHAN LOKEY CAPITAL, INC. (CHICAGO IL)
NY
10/22/2003 - 08/09/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law 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 05/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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