Jeffrey O. Clevenger
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Oren Clevenger, who also goes by Jeff Oren Clevenger, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1996. Jeffrey had worked at 3 firms and has passed the Series 99TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2013 - July 19, 2022
IVY DISTRIBUTORS, INC.
September 24, 2011 - April 22, 2021
WADDELL & REED
September 6, 1996 - December 3, 2001
DST SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
IVY DISTRIBUTORS, INC.
CRD#: 16496 / SEC#: , 8-34046
Contact information
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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