Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cusack is a financial professional with over 28 years of experience in the industry. Jeffrey is currently registered with EF Legacy Securities, LLC and is licensed in California. Prior to this role, Jeffrey was employed by several firms including Investment Planners, Inc., Nuveen Securities, LLC, ALPS Distributors, Inc., BANC One Securities Corporation, Charles Schwab & Co., Inc., Salomon Smith Barney Inc. and Lehman Brothers Inc. Jeffrey holds FINRA Series 6, 7, 24, 51, 63 and SIE licenses along with a Series 65 registration.
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
KY
03/10/2022 - Present
EF Legacy Securities, LLC (LOUISVILLE KY)
IL
02/12/2021 - 08/06/2021
INVESTMENT PLANNERS, INC. (DECATUR IL)
CA
08/29/2012 - 11/19/2020
NUVEEN SECURITIES, LLC (Tiburon CA)
CA
01/18/2010 - 09/27/2012
ALPS DISTRIBUTORS, INC. (SAN FRANCISCO CA)
IL
04/22/2004 - 09/08/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
10/30/2000 - 08/08/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
07/31/1993 - 05/18/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/08/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/10/1988 - 07/11/1988
NSR DISTRIBUTORS, INC.
NA
02/24/1987 - 06/10/1988
NATIONAL SECURITIES & RESEARCH CORPORATION
IA
Issued 06/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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