Sharon E. Jorgensen
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.
Sharon Eileen Jorgensen was a registered financial professional .
Sharon is a previously registered financial professional and started their career in finance in 1982. Sharon had worked at 10 firms and has passed the Series 63, Series 52TO, Series 79TO, SIE, Series 7 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 14, 2014 - August 1, 2023
TELSEY ADVISORY GROUP LLC
March 27, 2012 - May 8, 2014
KOTA GLOBAL SECURITIES INC.
June 11, 2004 - June 22, 2011
JACKSON SECURITIES LLC
February 25, 1999 - June 3, 2004
THE WILLIAMS CAPITAL GROUP, L.P.
February 3, 1997 - January 11, 1999
ARTEMIS CAPITAL GROUP, INC.
June 16, 1995 - January 29, 1997
EVOLUTION SECURITIES US INC.
October 21, 1994 - February 23, 1995
M. R. BEAL & COMPANY
November 11, 1992 - December 16, 1996
MURIEL SIEBERT & CO., LLC
February 9, 1989 - March 13, 1992
LEHMAN GOVERNMENT SECURITIES INC.
May 20, 1982 - March 13, 1992
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationCurrent Firm
TELSEY ADVISORY GROUP LLC
CRD#: 148234 / SEC#: , 8-67988
Contact information
FINRA licenses (19 States and Territories)
Documents
Red Flags
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