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JD

Jenniffer Alyce Daigle

EAGLE POINT SECURITIES

Greenwich, CT

·CRD# 2620553·31 years experience

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 advisor 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.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jennifer A Daigle, Jenniffer Alyce Longual, Jennifer Alyce Longval, Jenniffer Alyce Longval

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

31 years in the financial services industry

Current & Past Employments

EAGLE POINT SECURITIES LLC·CRD# 324528

BD

1. 600 Steamboat Road Suite 202, Greenwich, CT 068302. Goffstown , NH

December 22, 2023 - Present

WEALTHFORGE SECURITIES, LLC·CRD# 152550

BD

Richmond, VA

April 3, 2022 - March 1, 2024

EMERSON EQUITY LLC·CRD# 130032

BD

San Mateo, CA

June 17, 2019 - February 4, 2022

STRATCAP SECURITIES, LLC·CRD# 151152

BD

New York, NY

November 28, 2011 - May 30, 2019

STIRA CAPITAL MARKETS GROUP, LLC·CRD# 141277

BD

Irvine, CA

September 29, 2009 - November 15, 2011

RIVERSOURCE DISTRIBUTORS, INC.·CRD# 139135

BD

Minneapolis, MN

July 13, 2007 - September 16, 2009

ALLIANZ LIFE FINANCIAL SERVICES, LLC·CRD# 612

BD

Minneapolis, MN

July 14, 2005 - May 11, 2007

OSAIC FS, INC.·CRD# 3870

BD

Fort Wayne, IN

October 17, 1997 - July 7, 2005

MORGAN STANLEY DW INC.·CRD# 7556

BD

Purchase, NY

July 16, 1996 - July 30, 1997

INVEST FINANCIAL CORPORATION·CRD# 12984

BD

Appleton, WI

July 21, 1995 - October 16, 1995

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Current Firm

EP

EAGLE POINT SECURITIES LLC

EAGLE POINT SECURITIES LLC

CRD#: 324528 / SEC#: 8-71048

BD

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

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US 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
HECKER, ALEXANDER JEREMY	CHIEF COMPLIANCE OFFICER	6140462
ROTH, JOSEPH HARRIS	PRESIDENT	7673254

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(3/1/2024)

RR

Alaska
(3/1/2024)

RR

Arizona
(3/1/2024)

RR

Arkansas
(3/4/2024)

RR

California
(3/1/2024)

RR

Colorado
(3/1/2024)

RR

Connecticut
(3/1/2024)

RR

Delaware
(3/1/2024)

RR

District of Columbia
(3/1/2024)

RR

Florida
(4/10/2024)

RR

Georgia
(3/1/2024)

RR

Hawaii
(3/1/2024)

RR

Idaho
(3/1/2024)

RR

Illinois
(4/4/2024)

RR

Indiana
(3/27/2024)

RR

Iowa
(3/1/2024)

RR

Kansas
(3/1/2024)

RR

Kentucky
(3/1/2024)

RR

Louisiana
(3/1/2024)

RR

Maine
(3/4/2024)

RR

Maryland
(3/1/2024)

RR

Massachusetts
(5/20/2024)

RR

Michigan
(3/1/2024)

RR

Minnesota
(3/14/2024)

RR

Mississippi
(3/1/2024)

RR

Missouri
(3/1/2024)

RR

Montana
(3/1/2024)

RR

Nebraska
(3/1/2024)

RR

Nevada
(3/1/2024)

RR

New Hampshire
(3/4/2024)

RR

New Jersey
(3/1/2024)

RR

New Mexico
(3/14/2024)

RR

New York
(3/1/2024)

RR

North Carolina
(3/1/2024)

RR

North Dakota
(3/1/2024)

RR

Ohio
(3/4/2024)

RR

Oklahoma
(3/1/2024)

RR

Oregon
(3/1/2024)

RR

Pennsylvania
(3/1/2024)

RR

Puerto Rico
(3/14/2024)

RR

Rhode Island
(3/1/2024)

RR

South Carolina
(3/1/2024)

RR

South Dakota
(3/1/2024)

RR

Tennessee
(3/1/2024)

RR

Texas
(3/1/2024)

RR

Utah
(3/1/2024)

RR

Vermont
(3/1/2024)

RR

Virgin Islands
(3/1/2024)

RR

Virginia
(3/1/2024)

RR

Washington
(3/1/2024)

RR

West Virginia
(3/1/2024)

RR

Wisconsin
(3/1/2024)

RR

Wyoming
(3/1/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1995About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Dec 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1996About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1995About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Oct 2003About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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JD

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