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JS

Jennifer L. Steele

CORINTHIAN PARTNERS, L.L.C.
Clearwater, FL 33759
Some features on this profile are disabled
CRD#: 2761110
JS

Professional summary

Jennifer Lynn Steele is a registered financial professional currently at CORINTHIAN PARTNERS, L.L.C. located in Clearwater, Florida.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2000. Jennifer has worked at 5 firms and has passed the Series 63, Series 52TO, SIE and Series 7 exams.

top-8-questions

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Lynn Steele's CRS (Customer Relationship Summary).
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

February 23, 2017 - Present

CORINTHIAN PARTNERS, L.L.C.

Office #1: 1727 Coachman Plaza Drive Suite 114, Clearwater, FL 33759
BD
CRD#: 38912
Clearwater, FL
Past

July 19, 2012 - December 31, 2016

HARBOR LIGHT SECURITIES, LLC

BD
CRD#: 130227
TAMPA, FL
Past

December 15, 2009 - July 19, 2012

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
TAMPA, FL
Past

March 14, 2003 - December 24, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

August 23, 2000 - March 27, 2003

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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
Florida
(2/9/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 2/6/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CORINTHIAN PARTNERS, L.L.C.
CORINTHIAN PARTNERS, L.L.C. | CORINTHIAN PARTNERS, L.P.

CRD#: 38912 / SEC#: , 8-48461

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
275 Madison Avenue 8th Floor, New York, NY 10016
Mailing Address
275 Madison Avenue 8th Floor, New York, NY 10016
Phone number
(212) 287-1500
Established
New York since 05/16/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CORINTHIAN HOLDINGSGENERAL PARTNER
CALABRESE, RICHARDCHAIRMAN/PRESIDENT/CCO1549013
CARTER, ANA RPFO & POO4424794
CARTER, ANA RFINOP4424794
MANOFF, MITCHELLDIRECTOR/CEO INVESTMENT BANKING815314

Disclosures

Regulatory Event4

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.

Company Information

CORINTHIAN PARTNERS, L.L.C.

CRD#: 38912Clearwater, FL 33759

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