Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Clausen is a financial professional with over 6 years of experience in the industry. Jeffrey has a Series 7, Series 63, Series 79 and SIE licenses and currently holds a registration with the state of New York. Jeffrey is currently registered with Bessemer Investor Services, Inc.. Previously Jeffrey was registered with BDO CAPITAL ADVISORS, LLC and LM + CO. CAPITAL.
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
12/17/2019 - Present
Bessemer Investor Services, Inc. (NEW YORK NY)
NY
08/01/2019 - 10/28/2019
BDO CAPITAL ADVISORS, LLC (NEW YORK NY)
NY
07/12/2018 - 07/18/2019
LM + CO. CAPITAL (NEW YORK NY)
NY
07/08/2013 - 07/06/2018
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
08/11/2011 - 09/08/2011
BGC FINANCIAL, L.P. (NEW YORK NY)
BC
Issued 09/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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