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JO

Jeffery Omdahl

FINALIS SECURITIES
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 1220247
JO
Jeffery OmdahlFINALIS SECURITIES

Professional summary

Jeffery Omdahl, who also goes by Jeff Michael Omdahl, Jeffrey Michael Omdahl, Jeffery Michael Omdahl, is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.

Jeffery is registered as a RR (Registered Representative) and started their career in finance in 1983. Jeffery has worked at 19 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 8 exams.

Aliases

Jeff Michael Omdahl | Jeffrey Michael Omdahl | Jeffery Michael Omdahl

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 Jeffery Omdahl'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

August 13, 2026 - Present

FINALIS SECURITIES LLC

Office #1: 450 Lexington Ave, New York, NY 10017
BD
CRD#: 305908
NEW YORK, NY
Past

January 4, 2026 - July 29, 2026

PINNACLE CAPITAL SECURITIES, LLC

BD
CRD#: 106213
LONG BEACH, CA
Past

February 1, 2023 - December 31, 2025

PINNACLE CAPITAL SECURITIES, LLC

BD
CRD#: 106213
LONG BEACH, CA
Past

March 9, 2022 - February 2, 2023

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

January 22, 2019 - November 18, 2021

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA
Past

September 4, 2014 - August 14, 2018

CEROS FINANCIAL SERVICES, INC.

BD
CRD#: 37869
ROCKVILLE, MD
Past

October 4, 2002 - February 7, 2014

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

November 28, 2001 - September 3, 2002

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
BOSTON, MA
Past

January 16, 2001 - December 12, 2001

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

October 8, 1996 - December 7, 1999

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
ROCKVILLE, MD
Past

April 11, 1996 - June 25, 1996

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

December 7, 1995 - January 1, 1996

WM FUND SERVICES, INC.

BD
CRD#: 30763
SEATTLE, WA
Past

October 16, 1995 - November 10, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

August 17, 1995 - November 30, 1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 17, 1995 - November 30, 1995

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

February 21, 1994 - September 12, 1995

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

December 23, 1992 - February 1, 1994

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

July 6, 1990 - January 13, 1992

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 8039
BOSTON, MA
Past

September 26, 1986 - November 8, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 21, 1983 - September 30, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
California
(8/13/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/9/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/14/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/10/1986
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/1983
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 5/1/1987
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm

FS
FINALIS SECURITIES LLC
DEALSYTE SECURITIES LLC | FINALIS SECURITIES LLC

CRD#: 305908 / SEC#: , 8-70425

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

Main Address
450 Lexington Ave, New York, NY 10017
Mailing Address
228 Park Ave South Suite 85550, New York, NY 10003
Phone number
(800) 962-0418
Established
Delaware since 09/10/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FINALIS, INC.HOLDING COMPANY
BRANT, DAVID ROBERTFINOP2718478
DIGIGLIO, JOSEPH ANDREWCCO4945031
MORA, MICHAEL JOHNCEO2648236

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

FINALIS SECURITIES LLC

CRD#: 305908New York, NY 10017

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