Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Kusterer has been a financial advisor since 1994. Currently, Jeffrey is registered with iCapital Markets LLC. Jeffrey holds Series 6, 7, 63 and 66 licenses.
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
09/30/2016 - Present
Icapital Markets LLC (NEW YORK NY)
NY
11/11/2010 - 10/05/2016
FINANCIAL PRODUCTS, LLC (NEW YORK NY)
NY
03/15/2010 - 11/23/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
TX
05/27/2008 - 03/18/2010
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MI
06/27/2005 - 08/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MA
08/16/2004 - 11/22/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
03/03/2004 - 08/31/2004
IFMG SECURITIES, INC. (PURCHASE NY)
TN
05/03/1994 - 03/05/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NE
07/22/1992 - 11/05/1993
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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