Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Namendorf is a financial advisor currently registered with Pacific Oak Capital Markets, LLC. Jeffrey has been working in the financial services industry since July 20, 1992. Prior to his current role, Jeffrey worked at ARETE WEALTH MANAGEMENT, LLC, BLACK CREEK CAPITAL MARKETS, LLC, SECURITY DISTRIBUTORS, INC., NYLIFE DISTRIBUTORS INC. and A I M DISTRIBUTORS, INC.
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
01/07/2021 - Present
Pacific OAK Capital Markets, LLC (COSTA MESA CA)
IL
12/07/2020 - 12/31/2020
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
CO
11/04/2003 - 02/27/2020
BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)
KS
04/07/1999 - 10/30/2003
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
NJ
05/18/1995 - 02/03/1999
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
TX
04/23/1992 - 04/10/1995
A I M DISTRIBUTORS, INC. (HOUSTON TX)
WI
12/10/1990 - 10/08/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 02/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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