Jeffrey S. Marvaldi
Professional summary
Jeffrey Scott Marvaldi, who also goes by Jeff Marvaldi, Jeffrey S Marvaldi, Jeffrey Marvaldi, is a registered financial professional currently at BLUE OWL SECURITIES located in San Francisco, California.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1997. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Scott Marvaldi's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2024 - Present
BLUE OWL SECURITIES
January 4, 2022 - August 22, 2024
TCG CAPITAL MARKETS L.L.C.
January 10, 2020 - December 31, 2021
FORESIDE FUND SERVICES, LLC
May 21, 2015 - January 10, 2020
TCG SECURITIES, L.L.C.
June 23, 2014 - April 24, 2015
FORESIDE FUND SERVICES, LLC
June 20, 2013 - June 23, 2014
TCG SECURITIES, L.L.C.
July 6, 2010 - June 19, 2013
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
November 15, 2002 - May 13, 2009
UBS FINANCIAL SERVICES INC.
November 15, 2002 - May 13, 2009
UBS FINANCIAL SERVICES INC.
January 22, 2002 - November 20, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 26, 1997 - November 20, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
BLUE OWL SECURITIES
CRD#: 283250 / SEC#: , 8-69744
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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