Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Stevenson is a financial professional with experience in the securities industry since February 2017. Jeffrey holds the Series 7, Series 63, Series 86, and Series 87 licenses and is currently registered with Loop Capital Markets LLC in New York, NY. Previously, Jeffrey was registered with LONGBOW SECURITIES, LLC in Independence, Ohio. Jeffrey's professional experience includes expertise in research analyst, general securities representative, and securities agent.
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.
Transition management services/equity research services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
Negotiated fees for research services
1
2
NY
02/05/2020 - Present
Loop Capital Markets LLC (NEW YORK NY)
OH
02/22/2017 - 01/31/2020
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
BC
Issued 10/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2020
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/31/2020
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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