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Jeffrey Lee Waldman

Curvature Securities LLC

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About Jeffrey Lee Waldman

Jeffrey Waldman is a financial professional with over 20 years of experience in the industry. He is currently registered with Curvature Securities LLC as a broker. Previously, Jeffrey has held positions at TD Prime Services LLC, TD Private Client Wealth LLC, TD Securities (USA) LLC, Deutsche Bank Securities Inc., CIBC World Markets Corp. and Donaldson, Lufkin & Jenrette Securities Corporation. Jeffrey holds the Series 7, Series 55, SIE, Series 99TO and Series 63 licenses.

Firm Information

Jeffrey Waldman is currently registered with Curvature Securities LLC. Curvature Securities LLC is a Limited Liability Company formed in 2013. The firm is registered in all 50 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jeffrey Waldman’s Registration & Firm History

NJ

03/06/2020 - Present

Curvature Securities LLC (Chatham NJ)

NY

06/10/2015 - 03/09/2020

TD PRIME SERVICES LLC (NEW YORK NY)

NY

08/30/2013 - 06/08/2015

TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)

NY

12/07/2011 - 04/04/2013

TD SECURITIES (USA) LLC (NEW YORK NY)

NY

03/24/2004 - 01/23/2009

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

06/20/2001 - 04/19/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NJ

01/21/1997 - 04/19/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 07/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Lee Waldman.
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