Jeffrey R. Wilt
Professional summary
Jeffrey Robert Wilt, CFP® is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1986. Jeffrey has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Robert Wilt's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2019 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901January 13, 2005 - April 16, 2018
PACIFIC SELECT DISTRIBUTORS, LLC
September 5, 2003 - December 31, 2004
MUTUAL SERVICE CORPORATION
August 24, 2000 - June 16, 2003
NATIONWIDE INVESTMENT SERVICES CORPORATION
March 22, 1999 - August 17, 2000
WALNUT STREET SECURITIES, INC.
April 10, 1997 - August 6, 1998
ADVANTAGE CAPITAL CORPORATION
March 28, 1996 - March 3, 1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.
August 28, 1987 - December 19, 1994
TOWER SQUARE SECURITIES, INC.
August 7, 1986 - August 11, 1987
CITISTREET EQUITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
(2/14/2019)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
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