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JM

Jeffrey D. Miller

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CRD#: 334997
JM

Professional summary


Jeffrey David Miller was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jeffrey David Miller was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1969. Jeffrey had worked at 6 firms and has passed the SIE, Series 16, Series 41, Series 000, Series 1 and Series 40 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 4, 2014 - April 6, 2017

LEK SECURITIES CORPORATION

BD
CRD#: 33135
NEW YORK, NY
Past

October 23, 2014 - January 6, 2016

MITCHELL SECURITIES, INC.

BD
CRD#: 29017
NEW YORK, NY
Past

July 7, 2000 - October 23, 2014

MILLER TABAK + CO., LLC

BD
CRD#: 47293
NEW YORK, NY
Past

May 31, 1990 - July 6, 1998

NASDAQ EXECUTION SERVICES, LLC

BD
CRD#: 7270
PHILADELPHIA, PA
Past

April 15, 1982 - July 7, 2000

MILLER TABAK HIRSCH & CO.

BD
CRD#: 10384
NEW YORK, NY
Past

July 3, 1969 - March 30, 1982

MABON, NUGENT & CO.

BD
CRD#: 2617

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 4/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 16
Date: 4/21/1977
NYSE Supervisory Analyst Examination
General Industry/Product Exam
RR
Series 41
Date: 2/24/1977
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 000
Date: 7/1/1969
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 7/1/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 2/24/1977
Registered Principal Examination

Current Firm


LS
LEK SECURITIES CORPORATION
LEK SECURITIES CORPORATION | LEK, SCHOENAU & CO., INC.

CRD#: 33135 / SEC#: , 8-42152

BD
Terminated by SEC on 03/10/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/05/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
LEK SECURITIES HOLDINGS LIMITEDSHAREHOLDER
LEK, CHARLES FREDERIKCHIEF EXECUTIVE OFFICER4672129
LEK, CHARLES FREDERIKCHIEF COMPLIANCE OFFICER4672129
MINOGUE, KRISTOPHER JAMESPRINCIPAL FINANCIAL OFFICER; FINOP5031647

Disclosures


Regulatory Event42
Civil Event1
Arbitration1

Red Flags


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Company Information


LEK SECURITIES CORPORATION

CRD#: 33135

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