Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Firmin is a registered representative with Farmers Financial Solutions, LLC, a financial services firm in Westlake Village, California. Jeffrey has over 17 years of experience in the financial services industry. Jeffrey has a strong background in municipal securities, having passed the Series 52, 53, and SIE exams, and is also a General Securities Principal (Series 24) and an Operations Professional (Series 99). Jeffrey's experience also includes roles with W.J. Bradley Financial Services, LLC, Countrywide Securities Corporation, E.J. De La Rosa & Co., Inc., William Blair and RH Investment Corporation.
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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CA
10/31/2018 - Present
Farmers Financial Solutions, LLC (Westlake Village CA)
CA
10/02/2017 - 01/22/2018
RH INVESTMENT CORPORATION (GLENDALE CA)
CA
09/17/2014 - 08/01/2017
WILLIAM BLAIR (LOS ANGELES CA)
CA
06/30/2014 - 09/12/2014
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
CA
02/26/2013 - 11/27/2013
W.J. BRADLEY FINANCIAL SERVICES, LLC (WESTLAKE VILLAGE CA)
CA
10/23/2008 - 02/13/2013
E.J. DE LA ROSA & CO., INC. (LOS ANGELES CA)
CA
11/08/2007 - 09/23/2008
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
CA
06/30/2003 - 09/13/2007
COUNTRYWIDE SECURITIES CORPORATION (CALABASAS CA)
BC
Issued 07/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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