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Jeffrey McCormick

Pershing LLC

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About Jeffrey McCormick

Jeffrey McCormick is a financial professional with over 16 years of experience in the industry. Jeffrey currently works at Pershing LLC and BNY Mellon Capital Markets, LLC. Jeffrey has passed the Series 7, 24, 52TO, 53, 63, and 79TO examinations. Jeffrey is licensed in 53 states and holds several registrations.

Firm Information

Jeffrey McCormick is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

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 McCormick’s Registration & Firm History

PA

10/18/2023 - Present

Pershing LLC (Pittsburgh PA)

NY

01/09/2007 - 09/18/2013

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

05/22/2007 - 10/30/2008

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2022

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/10/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative 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 01/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jeffrey McCormick.
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