Jeffrey Brian Bunch
Professional Summary
Jeffrey Brian Bunch is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
PREFERRED CLIENT GROUP, INC.
Contact Information
Main Address
3707 Dartmouth, Dallas, TX 75205Mailing Address
3707 Dartmouth, Dallas, TX 75205Phone Number
(214) 520-0832Established
Texas since 06/28/1999Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GABERINO, JAMES DAVID | PRESIDENT/SECRETARY/DIRECTOR/SROP/FINOP/CCO | 216141 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2001About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Dec 2001About the Series 10 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Brian Bunch's CRS (Customer Relationship Summary).
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