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JV

Jeffrey P. Vickers

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CRD#: 454575
JV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Paul Vickers SR, who also goes by Jeffrey Paul VIckers, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1973. Jeffrey had worked at 13 firms and has passed the Series 66, Series 63, SIE, PC, Series 7, Series 1, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey Paul Vickers

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

July 30, 2018 - August 24, 2018

CSNR SERVICES, LLC

BD
CRD#: 282085
Wellesley, MA
Past

October 1, 2015 - May 8, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
PLYMOUTH, MA
Past

October 1, 2015 - May 8, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
PLYMOUTH, MA
Past

November 19, 2014 - August 20, 2015

EDWARD JONES

RIA
CRD#: 250
DUXBURY, MA
Past

October 20, 2014 - August 20, 2015

EDWARD JONES

BD
CRD#: 250
DUXBURY, MA
Past

January 2, 2013 - June 3, 2014

BB&T SECURITIES, LLC

BD
CRD#: 142785
BOSTON, MA
Past

February 17, 2006 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
BOSTON, MA
Past

December 11, 2001 - March 17, 2006

TRUIST SECURITIES, INC.

BD
CRD#: 6271
BOSTON, MA
Past

September 5, 2001 - November 9, 2001

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

September 19, 1995 - May 29, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 7, 1986 - June 8, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 27, 1982 - June 30, 1986

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

April 23, 1980 - June 9, 1982

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

March 2, 1976 - April 13, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

May 23, 1973 - October 21, 1973

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

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


State Security Law Exam
RR
IAR
Series 66
Date: 11/6/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/16/1986
AMEX Put and Call Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 5/19/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/4/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CS
CSNR SERVICES, LLC
BRIGHTON 5TH PARTNERS LLC | KFIR III, LLC | CSNR SERVICES, LLC

CRD#: 282085 / SEC#: , 8-69704

BD
Terminated by SEC on 12/24/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/15/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CLEAR STREET HOLDINGS USVI, INC.OWNER
CAMPBELL, ROBERTFINOP1349154
HALEY, JOHN PATRICKCOO3054762
HALEY, JOHN PATRICKCEO3054762
MOCCIA, CHRISTY NOELCCO4855629

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CSNR SERVICES, LLC

CRD#: 282085

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