Jeffrey L. Berenson
Professional summary
Jeffrey Lee Berenson is a registered financial professional currently at BERENSON & COMPANY, LLC located in New York, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1974. Jeffrey has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 7TO, SIE, PC, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Lee Berenson's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 1991 - Present
BERENSON & COMPANY, LLC
Office #1: 667 Madison Avenue 18th Floor, New York, NY 10065Office #2: 667 Madison Avenue 18th Floor, New York, NY 10065April 27, 1985 - September 20, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 15, 1975 - September 26, 1978
WHITE, WELD & CO. INCORPORATED
July 15, 1974 - January 15, 1975
WHITE, WELD & CO., INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/1991)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationPC
Date: 5/1/1977
AMEX Put and Call ExamSeries 1
Date: 7/11/1974
Registered Representative ExaminationFINRA
Current Firm
BERENSON & COMPANY, LLC
CRD#: 28016 / SEC#: , 8-43368
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
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