Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dillman is a financial professional with over 5 years of experience in the financial industry. Jeffrey is currently registered with GT Securities, Inc. and is licensed to conduct business in California. Jeffrey holds the Series 7, Series 66, and Series 79 securities licenses, as well as the SIE exam. Jeffrey has previously worked at firms such as Ascendiant Capital Markets, LLC, Niagara International Capital Limited, Paulson Investment Company LLC, Mentor Securities, LLC, and Hunter Wise Securities, LLC.
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
CA
04/21/2020 - Present
GT Securities, Inc. (LOS ANGELES CA)
FL
11/04/2017 - 04/15/2020
ASCENDIANT CAPITAL MARKETS, LLC (JUPITER FL)
CA
10/03/2016 - 10/12/2017
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEWPORT BEACH CA)
CA
08/03/2016 - 09/28/2016
PAULSON INVESTMENT COMPANY LLC (NOVATO CA)
CA
07/16/2015 - 07/27/2016
MENTOR SECURITIES, LLC (Westlake Village CA)
CA
04/07/2015 - 04/28/2015
HUNTER WISE SECURITIES, LLC (IRVINE CA)
BOTH
Issued 06/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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