Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Herriman is a financial professional with a diverse background in the financial industry. Jeffrey is currently registered with Pickwick Capital Partners, LLC in Portsmouth, NH. Jeffrey has a broad range of experience including Investment Banking and Series 63 & 79TO licenses.
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
NH
05/17/2023 - Present
Pickwick Capital Partners, LLC (PORTSMOUTH NH)
NH
10/30/2020 - 05/17/2023
MADISON PARK GROUP LLC (PORTSMOUTH NH)
NH
12/09/2019 - 11/06/2020
PICKWICK CAPITAL PARTNERS, LLC (PORTSMOUTH NH)
BC
Issued 12/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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