Jenniffer A. Daigle

EAGLE POINT SECURITIES LLC

Greenwich, CT 06830

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CRD#: 2620553

Professional summary

Jenniffer Alyce Daigle, who also goes by Jennifer A Daigle, Jenniffer Alyce Longual, Jennifer Alyce Longval, Jenniffer Alyce Longval, is a registered financial professional currently at EAGLE POINT SECURITIES LLC located in Greenwich, Connecticut.

Jenniffer is registered as a RR (Registered Representative) and started their career in finance in 1995. Jenniffer has worked at 10 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jennifer A Daigle | Jenniffer Alyce Longual | Jennifer Alyce Longval | Jenniffer Alyce Longval

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 Jenniffer Alyce Daigle'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®

None

Experience

Current

December 22, 2023 - Present

EAGLE POINT SECURITIES LLC

Office #1: 600 Steamboat Road Suite 202, Greenwich, CT 06830

CRD#: 324528

Greenwich, CT

Past

April 3, 2022 - March 1, 2024

WEALTHFORGE SECURITIES, LLC

CRD#: 152550

RICHMOND, VA

Past

June 17, 2019 - February 4, 2022

EMERSON EQUITY LLC

CRD#: 130032

SAN MATEO, CA

Past

November 28, 2011 - May 30, 2019

STRATCAP SECURITIES, LLC

CRD#: 151152

New York, NY

Past

September 29, 2009 - November 15, 2011

STIRA CAPITAL MARKETS GROUP, LLC

CRD#: 141277

IRVINE, CA

Past

July 13, 2007 - September 16, 2009

RIVERSOURCE DISTRIBUTORS, INC.

CRD#: 139135

MINNEAPOLIS, MN

Past

July 14, 2005 - May 11, 2007

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

October 17, 1997 - July 7, 2005

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

July 16, 1996 - July 30, 1997

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 21, 1995 - October 16, 1995

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

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

Alabama
(3/1/2024)

Alaska
(3/1/2024)

Arizona
(3/1/2024)

Arkansas
(3/4/2024)

California
(3/1/2024)

Colorado
(3/1/2024)

Connecticut
(3/1/2024)

Delaware
(3/1/2024)

District of Columbia
(3/1/2024)

Florida
(4/10/2024)

Georgia
(3/1/2024)

Hawaii
(3/1/2024)

Idaho
(3/1/2024)

Illinois
(4/4/2024)

Indiana
(3/27/2024)

Iowa
(3/1/2024)

Kansas
(3/1/2024)

Kentucky
(3/1/2024)

Louisiana
(3/1/2024)

Maine
(3/4/2024)

Maryland
(3/1/2024)

Massachusetts
(5/20/2024)

Michigan
(3/1/2024)

Minnesota
(3/14/2024)

Mississippi
(3/1/2024)

Missouri
(3/1/2024)

Montana
(3/1/2024)

Nebraska
(3/1/2024)

Nevada
(3/1/2024)

New Hampshire
(3/4/2024)

New Jersey
(3/1/2024)

New Mexico
(3/14/2024)

New York
(3/1/2024)

North Carolina
(3/1/2024)

North Dakota
(3/1/2024)

Ohio
(3/4/2024)

Oklahoma
(3/1/2024)

Oregon
(3/1/2024)

Pennsylvania
(3/1/2024)

Puerto Rico
(3/14/2024)

Rhode Island
(3/1/2024)

South Carolina
(3/1/2024)

South Dakota
(3/1/2024)

Tennessee
(3/1/2024)

Texas
(3/1/2024)

Utah
(3/1/2024)

Vermont
(3/1/2024)

Virgin Islands
(3/1/2024)

Virginia
(3/1/2024)

Washington
(3/1/2024)

West Virginia
(3/1/2024)

Wisconsin
(3/1/2024)

Wyoming
(3/1/2024)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/24/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/18/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 12/22/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/27/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EAGLE POINT SECURITIES LLC

CRD#: 324528 / SEC#: , 8-71048

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

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Contact information

Main Address

600 Steamboat Road Suite 202, Greenwich, CT 06830

Mailing Address

600 Steamboat Road Suite 202, Greenwich, CT 06830

Phone number

(203) 340-8565

Established

Delaware since 11/29/2022

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
EAGLE POINT HOLDINGS LP	SOLE MEMBER
CHUNG, MICHAEL NMN	FINOP/PFO	5739877
DAIGLE, JENNIFFER ALYCE	VICE PRESIDENT	2620553
DOHERTY, JAMES HUGH	PRINCIPAL OPERATIONS OFFICER (POO)	4197747
FOX, GERHARD ROBERT	CHIEF COMPLIANCE OFFICER	2796860
ROTH, JOSEPH HARRIS	PRESIDENT	7673254

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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Firm Stability Insights

Jenniffer A. Daigle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jenniffer Alyce Daigle's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHFORGE SECURITIES, LLC

EMERSON EQUITY LLC

STRATCAP SECURITIES, LLC

STIRA CAPITAL MARKETS GROUP, LLC

RIVERSOURCE DISTRIBUTORS, INC.

ALLIANZ LIFE FINANCIAL SERVICES, LLC

OSAIC FS, INC.

MORGAN STANLEY DW INC.

INVEST FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2004

Series 63

Date: 8/18/1995

Series 99TO

Date: 12/22/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/15/1996

Series 6

Date: 7/20/1995

Series 24

Date: 10/27/2003

FINRA

Current Firm

EAGLE POINT SECURITIES LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

EAGLE POINT SECURITIES LLC

TRUST BUT VERIFY

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