Unclaimed
Jeffrey Mosseri is a financial professional with over 50 years of experience in the industry. He currently works at Four Points Capital Partners LLC. Jeffrey has held several previous positions in the financial services industry, including roles at Axiom Capital Management, Inc., Murphy & Durieu, Goldsmith & Harris Incorporated, Prescott, Ball & Turben, Inc., Prescott, Ball & Turben, L. F. Rothschild, Unterberg, Towbin, and White, Weld & Co. Incorporated. Jeffrey is licensed to sell securities in several states.
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
NY
08/01/2024 - Present
Four Points Capital Partners LLC (NEW YORK NY)
NY
05/19/2009 - 08/15/2024
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NY
11/07/2005 - 05/21/2009
MURPHY & DURIEU (NEW YORK NY)
NY
01/17/1985 - 11/03/2005
GOLDSMITH & HARRIS INCORPORATED (NEW YORK NY)
NA
08/14/1978 - 11/27/1984
PRESCOTT, BALL & TURBEN, INC.
NA
01/17/1978 - 08/14/1978
PRESCOTT, BALL & TURBEN
NA
09/25/1973 - 05/17/1978
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
10/02/1968 - 07/28/1973
WHITE, WELD & CO. INCORPORATED
BC
Issued 08/19/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/29/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General 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 09/27/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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