Jeffrey H. Beck

FRONTIER SOLUTIONS

Richmond, VA 23233

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CRD#: 1408965

Professional summary

Jeffrey Haley Beck, who also goes by Jeff Beck, is a registered financial professional currently at FRONTIER SOLUTIONS, LLC located in Richmond, Virginia.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1985. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Beck

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 Haley Beck'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

May 14, 2024 - Present

FRONTIER SOLUTIONS, LLC

Office #1: 3307 Church Road, Suite 220, Richmond, VA 23233Office #2: 3307 Church Road Suite 220, Richmond, VA 23233

CRD#: 136102

Richmond, VA

Past

September 13, 2010 - December 5, 2022

FRONTIER SOLUTIONS, LLC

CRD#: 136102

RICHMOND, VA

Past

November 14, 2007 - August 6, 2010

MAYMONT PARTNERS, INC.

CRD#: 120536

RICHMOND, VA

Past

October 4, 2005 - November 16, 2007

FIRST DOMINION CAPITAL CORP.

CRD#: 16330

RICHMOND, VA

Past

May 5, 1999 - March 17, 2005

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

Past

January 6, 1998 - March 17, 2005

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

RICHMOND, VA

Past

December 9, 1997 - May 5, 1999

SCOTT & STRINGFELLOW, INC.

CRD#: 3309

RICHMOND, VA

Past

February 27, 1996 - December 15, 1997

FERRIS, BAKER WATTS, LLC

CRD#: 285

BALTIMORE, MD

Past

October 1, 1985 - February 28, 1996

ANDERSON & STRUDWICK, INCORPORATED

CRD#: 48

RICHMOND, VA

State Registrations and Notice Filings

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

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

California
(5/14/2024)

New York
(5/14/2024)

Virginia
(5/14/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 3/6/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/30/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FRONTIER SOLUTIONS, LLC

CRD#: 136102 / SEC#: , 8-66972

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

3307 Church Road Suite 220, Richmond, VA 23233

Mailing Address

3307 Church Road Suite 220, Richmond, VA 23233

Phone number

(804) 918-2368

Established

Georgia since 05/03/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ASPEN PARTNERS, LTD	MANAGING MEMBER
TERRY, DEBORAH HOLLAND	FINOP/CFO	5680197
VICK, GEORGE DAVIS IV	CHIEF COMPLIANCE OFFICER	3006623

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey H. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Haley Beck's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRONTIER SOLUTIONS, LLC

MAYMONT PARTNERS, INC.

FIRST DOMINION CAPITAL CORP.

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, INC.

FERRIS, BAKER WATTS, LLC

ANDERSON & STRUDWICK, INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/1991

Series 63

Date: 10/4/1985

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1986

Series 6

Date: 9/30/1985

FINRA

Current Firm

FRONTIER SOLUTIONS, LLC

Contact information

FINRA licenses (47 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FRONTIER SOLUTIONS, LLC

TRUST BUT VERIFY

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