Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Coffey is a registered representative with Yosemite Execution Partners Inc. Jennifer has been in the securities industry since 2006. Jennifer has Series 3, 7, 63, and 79 licenses, in addition to the SIE exam. Jennifer holds a registration in New York. Previously, Jennifer was a registered representative at INTER SECURITIES LTD., CREDIT SUISSE FIRST BOSTON LLC, CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC., and DONALDSON, LUFKIN & JENRETTE SECURITIES 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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2
CA
08/05/2014 - Present
Yosemite Execution Partners Inc. (LAFAYETTE CA)
CA
04/30/2012 - 01/02/2015
INTER SECURITIES LTD. (SAN FRANCISCO CA)
NY
07/01/2004 - 08/04/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
01/01/2001 - 07/07/2004
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NJ
01/13/1999 - 01/01/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 04/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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