Jeffrey B. Bunch
Professional summary
Jeffrey Brian Bunch is a registered financial professional currently at PREFERRED CLIENT GROUP, INC. located in Dallas, Texas.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Brian Bunch's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 22, 2020 - Present
PREFERRED CLIENT GROUP, INC.
April 26, 2005 - January 4, 2006
FIDELITY PERSONAL TRUST COMPANY, FSB
November 12, 2004 - March 19, 2018
STRATEGIC ADVISERS LLC
November 5, 1999 - February 1, 2019
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PREFERRED CLIENT GROUP, INC.
CRD#: 48008 / SEC#: , 8-52005
Contact information
FINRA licenses (1 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GABERINO, JAMES DAVID | PRESIDENT/SECRETARY/DIRECTOR/SROP/FINOP/CCO | 216141 |
Red Flags
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