Unclaimed
Jeffrey Shafir is a financial professional registered with KKR Capital Markets LLC, a firm that specializes in capital markets. Jeffrey is also registered with FINRA and the Securities Industry Essentials Examination (SIE). Jeffrey has been active in the financial industry since October 14, 2019. Previously, Jeffrey was registered with ICapital Markets LLC and ICapital 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.
1
2
NY
05/03/2024 - Present
KKR Capital Markets LLC (New York NY)
NY
11/30/2023 - 03/04/2024
ICAPITAL MARKETS LLC (NEW YORK NY)
NY
08/17/2019 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
BC
Issued 01/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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