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JS

Jeffrey S. Siegel

SHARE FINANCIAL SERVICES
ADDISON, TX 75001
Some features on this profile are disabled
CRD#: 1190934
JS

Professional summary

Jeffrey Steven Siegel, who also goes by Jeff Siegel, is a registered financial professional currently at SHARE FINANCIAL SERVICES, INC. located in Addison, Texas.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1983. Jeffrey has worked at 8 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 6, Series 27, Series 28 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Siegel

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) - BD

Click below to view Jeffrey Steven Siegel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

April 9, 2024 - Present

SHARE FINANCIAL SERVICES, INC.

Office #1: 16475 North Dallas Parkway Suite 345, Addison, TX 75001
BD
CRD#: 11226
ADDISON, TX
Past

January 3, 2018 - December 31, 2023

SHARE FINANCIAL SERVICES, INC.

BD
CRD#: 11226
ADDISON, TX
Past

June 12, 2012 - December 31, 2017

SECURITY CHURCH FINANCE, INC.

BD
CRD#: 11224
HOUSTON, TX
Past

January 26, 1993 - March 1, 2012

COMMONWEALTH CHURCH FINANCE, INC.

BD
CRD#: 11768
MCDONOUGH, GA
Past

May 1, 1991 - May 29, 1992

UNITED INTERNATIONAL SECURITIES, INC.

BD
CRD#: 27528
Past

September 20, 1989 - October 31, 1990

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 20, 1989 - September 26, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 31, 1986 - August 26, 1988

HYM FINANCIAL, INC.

BD
CRD#: 16983
Past

October 3, 1983 - May 22, 1984

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/6/2024)
RR
Georgia
(4/11/2024)
RR
Iowa
(10/20/2025)
RR
Kansas
(4/19/2024)
RR
Maryland
(7/29/2024)
RR
Missouri
(8/14/2024)
RR
Texas
(4/23/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 10/21/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1986
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/30/1983
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/10/2002
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 8/10/2002
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1989
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SHARE FINANCIAL SERVICES, INC.
RSI FINANCIAL SERVICES, INC. | SHARE, INCORPORATED | SHARE FINANCIAL SERVICES, INC.

CRD#: 11226 / SEC#: , 8-16207

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Mailing Address
16475 North Dallas Parkway Suite 345, Addison, TX 75001
Phone number
(972) 450-6305
Established
Texas since 09/10/1970
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SHARE HOLDINGS, INC.PARENT COMPANY
MAJOR, CHARLES HERBERTPRESIDENT AND DIRECTOR,2748243
SIEGEL, JEFFREY STEVENCHIEF COMPLIANCE OFFICER1190934
TODD, JOE LEEFINOP603859

Disclosures

Regulatory Event3

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

SHARE FINANCIAL SERVICES, INC.

CRD#: 11226Addison, TX 75001

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