Unclaimed
Jeffrey Berman has been a registered representative in the financial services industry since 1986. He has a wide range of experience, including working for several well-known firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Laidlaw Equities, Inc., and Grumman & Co., L.L.C. Jeffrey has a strong background in investment banking and is currently a registered representative with GP Nurmenkari Inc., where he can assist clients with their financial needs.
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
CT
04/08/2024 - Present
GP Nurmenkari Inc. (NORWALK CT)
NY
05/01/2018 - 10/26/2023
KATALYST SECURITIES LLC (New York NY)
NY
04/28/2016 - 04/20/2018
GP NURMENKARI INC. (New York NY)
NY
05/09/2003 - 06/06/2016
OLYMPUS SECURITIES, LLC (NEW YORK NY)
NY
01/26/1998 - 05/16/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/06/1994 - 01/30/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NA
10/14/1993 - 09/07/1994
BRENNER SECURITIES CORPORATION
NY
05/21/1992 - 10/12/1993
LAIDLAW EQUITIES, INC. (NEW YORK NY)
NY
09/24/1986 - 05/19/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
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 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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