Jeffrey M. Canouse
Professional summary
Jeffrey Michael Canouse, who also goes by Jeff Canouse, is a registered financial professional currently at WELLFLEET INVESTMENTS LLC located in Floral Park, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1995. Jeffrey has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Michael Canouse's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 2, 2025 - Present
WELLFLEET INVESTMENTS LLC
Office #1: 85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001August 4, 2008 - November 4, 2008
BRIDGE CAPITAL ASSOCIATES, INC.
February 6, 2004 - July 31, 2008
JPC CAPITAL PARTNERS, INC.
February 23, 1998 - February 4, 2004
J.P. CAREY SECURITIES, INC.
January 4, 1996 - March 1, 1996
FAIRCHILD FINANCIAL GROUP, INC.
December 13, 1995 - January 24, 1996
DISCOVERY CAPITAL GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/3/2025)
(4/7/2025)
(5/9/2025)
(4/10/2025)
(8/22/2025)
(8/21/2025)
(6/9/2025)
Exams
Series 7TO
Date: 9/12/2024
General Securities Representative ExaminationFINRA
Current Firm
WELLFLEET INVESTMENTS LLC
CRD#: 18488 / SEC#: , 8-36769
Contact information
FINRA licenses (10 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BEGA, JEFFREY | PRESIDENT/FINANCE/COO/CFO/CCO/FINOP | |
| J.P. CAREY CAPITAL MARKETS LLC | OWNER | |
| PRIMAVERA, PATRICK JOSEPH | DIRECTOR | 3124567 |
Red Flags
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