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NJ

Nandiyel A. Jamison

SOFI SECURITIES LLC
Jacksonville, FL 32256
Some features on this profile are disabled
CRD#: 4847598
NJ

Professional summary

Nandiyel Anna Jamison, who also goes by Nandiyel Anna Jamison, Nandiyelmun Anna Jamison, Nandiyel Anna Pelshak, Nandiyel Pelshak, is a registered financial professional currently at SOFI SECURITIES LLC located in Jacksonville, Florida.

Nandiyel is registered as a RR (Registered Representative) and started their career in finance in 2004. Nandiyel has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Nandiyel Anna Jamison | Nandiyelmun Anna Jamison | Nandiyel Anna Pelshak | Nandiyel Pelshak

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) - BD

Click below to view Nandiyel Anna Jamison's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 26, 2024 - Present

SOFI SECURITIES LLC

Office #1: 5335 Gate Pkwy 5th Floor, Jacksonville, FL 32256
BD
CRD#: 151717
Jacksonville, FL
Past

October 6, 2017 - September 29, 2021

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CHARLOTTE, NC
Past

October 6, 2017 - September 29, 2021

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CHARLOTTE, NC
Past

January 5, 2009 - November 20, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

March 19, 2007 - November 20, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

November 28, 2005 - February 23, 2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

October 12, 2004 - November 1, 2005

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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: 12/30/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/30/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/11/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/30/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SOFI SECURITIES LLC
BOHICA SECURITIES LLC | SOFI SECURITIES LLC

CRD#: 151717 / SEC#: , 8-68389

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
234 1st Street, San Francisco, CA 94105
Mailing Address
234 1st Street, San Francisco, CA 94105
Phone number
(855) 525-7634
Established
New York since 08/04/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SOCIAL FINANCE, LLC.MEMBER
BURKE, RYANPRESIDENT5016797
CLARK, TYLERPRINCIPAL OPERATIONS OFFICER4085018
SEFFINGER, MARKCHIEF COMPLIANCE OFFICER2294049
WADDELL, ALEXIS VINCENTFINOP7337272

Disclosures

Regulatory Event2

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

SOFI SECURITIES LLC

CRD#: 151717Jacksonville, FL 32256

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