JQ
Jerry T. Quirk
CHELSEA FINANCIAL SERVICES
Staten Island, NY 10307
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CRD#: 2363097
JQ
Professional summary
Jerry Thomas Quirk is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Staten Island, New York.
Jerry is registered as a RR (Registered Representative) and started their career in finance in 1995. Jerry has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Jerry Thomas Quirk's 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®
NoneExperience
Current
March 21, 2001 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 242 Main Street, Staten Island, NY 10307Office #2: 242 Main Street, Staten Island, NY 10307BD
CRD#: 47770
Staten Island, NY
Past
October 30, 1996 - April 10, 2001
ROYAL HUTTON SECURITIES CORP.
BD
CRD#: 14489
NEW YORK, NY
Past
April 18, 1995 - August 21, 1996
FAB SECURITIES OF AMERICA, INC.
BD
CRD#: 28212
NEW YORK, NY
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
Alabama(3/21/2001)
RR
Alaska(1/23/2013)
RR
Arizona(7/15/2009)
RR
Arkansas(5/9/2006)
RR
California(3/21/2001)
RR
Colorado(3/21/2001)
RR
Connecticut(3/21/2001)
RR
Florida(3/21/2001)
RR
Georgia(3/21/2001)
RR
Hawaii(1/6/2015)
RR
Idaho(3/21/2001)
RR
Illinois(4/24/2001)
RR
Indiana(3/21/2001)
RR
Iowa(3/21/2001)
RR
Kansas(7/27/2006)
RR
Kentucky(1/9/2003)
RR
Louisiana(3/21/2001)
RR
Maryland(3/21/2001)
RR
Massachusetts(3/21/2001)
RR
Michigan(3/21/2001)
RR
Minnesota(4/11/2001)
RR
Mississippi(3/21/2001)
RR
Missouri(5/24/2006)
RR
Nebraska(4/17/2001)
RR
Nevada(3/21/2001)
RR
New Hampshire(9/29/2003)
RR
New Jersey(3/21/2001)
RR
New Mexico(6/14/2007)
RR
New York(3/21/2001)
RR
North Carolina(3/21/2001)
RR
Ohio(1/14/2003)
RR
Oklahoma(3/21/2001)
RR
Oregon(3/21/2001)
RR
Pennsylvania(3/21/2001)
RR
South Carolina(3/21/2001)
RR
South Dakota(10/29/2015)
RR
Tennessee(4/19/2023)
RR
Texas(3/21/2001)
RR
Utah(6/19/2012)
RR
Virgin Islands(6/28/2010)
RR
Virginia(3/21/2001)
RR
Washington(3/21/2001)
RR
West Virginia(3/21/2001)
RR
Wisconsin(3/21/2001)
RR
Wyoming(2/20/2015)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CHELSEA FINANCIAL SERVICES
CHELSEA FINANCIAL SERVICES | DBA CHELSEA FINANCIAL SERVICES | CHELSEA MORGAN SECURITIES, INC.
CRD#: 47770 / SEC#: , 8-51916
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information
Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
242 Main Street, Staten Island, NY 10307
Phone number
(718) 967-8400
Established
New York since 05/05/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
