Jeffrey M. Beilman
Professional summary
Jeffrey M Beilman is a registered financial professional currently at EMPOWER FINANCIAL SERVICES, INC. located in Scranton, Pennsylvania.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1999. Jeffrey has worked at 9 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey M Beilman's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 30 Scranton Office Park, Scranton, PA 18507September 27, 2019 - April 15, 2020
PRUDENTIAL SELECT STRATEGIES LLC
November 17, 2009 - April 4, 2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
March 1, 2007 - October 20, 2008
LPL FINANCIAL LLC
March 1, 2007 - October 20, 2008
LPL FINANCIAL LLC
January 9, 2006 - March 12, 2007
PNC WEALTH MANAGEMENT LLC
January 6, 2006 - March 12, 2007
PNC WEALTH MANAGEMENT LLC
June 22, 2005 - January 4, 2006
PFIC SECURITIES CORPORATION
August 1, 2002 - June 21, 2005
LPL FINANCIAL LLC
April 18, 2002 - August 1, 2002
BNY MELLON SECURITIES LLC
October 1, 2001 - August 1, 2002
BNY MELLON SECURITIES LLC
March 12, 2001 - October 1, 2001
NATHAN & LEWIS SECURITIES, INC.
December 6, 1999 - September 25, 2000
PRUDENTIAL EQUITY GROUP, 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
(4/4/2022)
Exams
FINRA
Current Firm
EMPOWER FINANCIAL SERVICES, INC.
CRD#: 13109 / SEC#: , 8-33854
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | SHAREHOLDER | |
| BARRES, STEPHANIE | COMPLIANCE OFFICER | 2203746 |
| BRETON, HUGO | BOARD DIRECTOR | 8128232 |
| CHRISTOLINI, JOHN | CHIEF COMPLIANCE OFFICER | 4141296 |
| COCHRAN, SHANNON MARIE | COMPLIANCE OFFICER | 4948393 |
| CORDISCO, MEREDITH | VP, COMPLIANCE | 8189199 |
| CRAIG, CASEY R | SENIOR VICE PRESIDENT | 4680712 |
| ETTINGER, ROBERT DANIEL | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, VP, TREASURER | 5593259 |
| HUDSON, BROCKETT RICE | ASSISTANT SECRETARY | 6520983 |
| KAVAN, ADAM | ASSISTANT GENERAL COUNSEL | 7155499 |
| LINTON, RICHARD HENRY JR | EXECUTIVE VICE PRESIDENT AND DIRECTOR | 2107513 |
| MCLEOD, DAVID GEORGE | BOARD DIRECTOR | 3041563 |
| MORRISON, DANIEL ARTHUR | SENIOR VICE PRESIDENT | 4078410 |
| PATEL, PALAK | SECRETARY | 7665103 |
| SECOR, STEPHANIE ANNE | VP, COMPLIANCE | 1454139 |
| SMOLEN, JOSEPH MICHAEL | SENIOR VICE PRESIDENT | 4100909 |
| STILLMAN, STEVEN JAMES | BOARD DIRECTOR | 4870117 |
| WADDELL, CAROL ELAINE | CHAIR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4867556 |
Disclosures
| Regulatory Event | 5 |
| Arbitration | 1 |
Red Flags
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