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JR

Jeffrey K. Rose

Some features on this profile are disabled
CRD#: 1008563
JR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Keith Rose was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1982. Jeffrey had worked at 6 firms and has passed the Series 63, Series 7, Series 4, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 10, 2006 - July 25, 2011

PACCO CAPITAL SOLUTIONS, LLC

BD
CRD#: 136645
LAS VEGAS, NV
Past

November 10, 1995 - June 30, 2005

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

November 16, 1992 - February 29, 1996

CAPITAL CONCEPTS INVESTMENT CORP.

BD
CRD#: 7115
SAN FRANCISCO, CA
Past

July 9, 1988 - November 10, 1995

UNICORP FINANCIAL GROUP

BD
CRD#: 17644
Past

December 17, 1986 - October 20, 1987

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
Past

April 22, 1985 - July 2, 1986

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
Past

March 3, 1982 - April 29, 1985

PLANNED INVESTMENTS INC.

BD
CRD#: 5066

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 6/29/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/8/1985
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/5/1982
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 10/5/1981
Financial and Operations Principal Examination

Current Firm

PC
PACCO CAPITAL SOLUTIONS, LLC
PACCO CAPITAL SOLUTIONS, LLC

CRD#: 136645 / SEC#: , 8-67031

BD
Terminated by SEC on 07/25/2011
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Contact information

Main Address
Mailing Address
Phone number
Established
Nevada since 04/04/2005
Firm type
Limited Liability Company
Fiscal year end
March
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
NORMANDY CAPITAL GROUP, LLCOWNER
PRICE, EDWARD LOWRYPRESIDENT, CFO & FINOP1298103
ROSE, JEFFREY KEITHEXECUTIVE VICE PRESIDENT, CCO & AMLCO1008563

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PACCO CAPITAL SOLUTIONS, LLC

CRD#: 136645

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