Unclaimed
Jon Beckett is a financial advisor with over 30 years of experience in the industry. Jon is currently registered with The Bank Street Group LLC in Stamford, Connecticut, where he is an active Registered Representative. Jon has held previous positions with Harris Nesbitt Corp., Bear, Stearns & Co. Inc. and Credit Suisse First Boston Corporation. Jon holds the Series 7, 24, 63, 79TO and SIE 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.
1
2
CT
05/24/2007 - Present
THE Bank Street Group LLC (STAMFORD CT)
NY
09/27/2004 - 06/01/2006
HARRIS NESBITT CORP. (NEW YORK NY)
NY
03/22/2000 - 12/18/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/19/1988 - 03/29/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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