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CZ

Cynthia L. Zeltwanger

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CRD#: 1868631
CZ

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.

Cynthia L Zeltwanger, who also goes by Cynthia L Adams, Cnythia L Zehwanger, was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 1989. Cynthia had worked at 5 firms and has passed the Series 63, Series 3, Series 7, Series 4, Series 27, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cynthia L Adams | Cnythia L Zehwanger

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 15, 2011 - July 11, 2013

JEFFERIES LLC

BD
CRD#: 2347
CHICAGO, IL
Past

June 27, 2005 - January 2, 2007

FIMAT PREFERRED LLC

BD
CRD#: 135680
SAN FRANCISCO, CA
Past

March 27, 1996 - June 12, 2009

NEWEDGE USA, LLC

BD
CRD#: 36118
CHICAGO, IL
Past

July 27, 1993 - April 4, 1996

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

March 2, 1989 - August 2, 1991

LIT AMERICA, INC.

BD
CRD#: 22381
CHICAGO, IL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/27/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 3/22/1996
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


JL
JEFFERIES LLC
JEFFERIES & COMPANY, INC. | JEFFERIES LLC

CRD#: 2347 / SEC#: , 8-15074

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


Main Address
520 Madison Avenue, New York, NY 10022
Mailing Address
520 Madison Avenue 16th Floor, New York, NY 10022
Phone number
(212) 284-2300
Established
Delaware since 03/01/2013
Firm type
Limited Liability Company
Fiscal year end
November
Firm Size
Large
# of Employees

FINRA licenses (53 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#
JEFFERIES FINANCIAL GROUP INCDIRECT OWNER
CAGNO, MARK LAWRENCEGLOBAL CONTROLLER, MANAGING DIRECTOR2510148
FISCELLA, MICHAEL EUGENEGLOBAL HEAD OF OPERATIONS, MANAGING DIRECTOR2490187
FORLENZA, PETER CHARLESGLOBAL HEAD OF EQUITIES, MANAGING DIRECTOR2366985
FRIEDMAN, BRIAN PAULDIRECTOR AND CHAIRMAN, EXECUTIVE COMMITTEE1298550
HANDLER, RICHARD BRIANCHAIRMAN, CHIEF EXECUTIVE OFFICER AND DIRECTOR1563245
LARSON, MATTHEW SCOTTEXECUTIVE VICE PRESIDENT AND CFO/ PRINCIPAL FINANCIAL OFFICER2605152
SCORAN, LAURI ACHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR2060170
SHARP, MICHAEL JAMESGENERAL COUNSEL, SECRETARY, EXECUTIVE VICE PRESIDENT1013864
STACCONI, JOHN FRANCOTREASURER1814227

Disclosures


Regulatory Event133
Arbitration4

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


JEFFERIES LLC

CRD#: 2347

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