Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Simon is a financial professional with over 20 years of experience in the securities industry. Jeffrey currently works at Kensington Capital Corp. as a Registered Representative. Jeffrey holds multiple licenses, including Series 7, 7TO, 63, 55, 11 and SIE. Jeffrey is registered with FINRA and is a member of several other industry organizations. Jeffrey is licensed in several states, including New York, California, Florida and New Jersey. Jeffrey is an experienced financial advisor and is committed to providing his clients with the highest level of service and expertise.
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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NY
02/05/2018 - Present
Kensington Capital Corp. (BROOKLYN NY)
NY
05/07/1998 - 07/05/2007
KENSINGTON CAPITAL CORP. (BROOKLYN NY)
BC
Issued 02/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 02/01/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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