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JP

Jennifer E. Pardi Squitieri

CANACCORD GENUITY LLC
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 4922719
JP

Professional summary

Jennifer Ellen Pardi Squitieri, who also goes by Jennifer Ellen Pardi, is a registered financial professional currently at CANACCORD GENUITY LLC located in Boston, Massachusetts.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 1 firm and has passed the Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Ellen Pardi

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 Jennifer Ellen Pardi Squitieri'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

December 12, 2006 - Present

CANACCORD GENUITY LLC

Office #1: 1 Post Office Square 30th Floor, Boston, MA 02109
BD
CRD#: 1020
BOSTON, MA

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

General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/12/2016
General Securities Principal Examination
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

CG
CANACCORD GENUITY LLC
ADAMS HARKNESS, INC. | CANACCORD GENUITY LLC. | CANACCORD GENUITY LLC | CANACCORD GENUITY INC. | CANACCORD ADAMS INC. | ADAMS, HARKNESS & HILL, INC.

CRD#: 1020 / SEC#: , 8-3271

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
One Pennsylvania Plaza Suite 2900, New York, NY 10119
Mailing Address
1 Post Office Square, Boston, MA 02109
Phone number
(212) 389-8000
Established
Delaware since 02/26/2004
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Medium
# 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#
CANACCORD ADAMS (DELAWARE) INC.PARENT
ANDERSON, SCOTT WINFREECHIEF COMPLIANCE OFFICER5800524
BARLOW, JEFFREY GRIFFINCHIEF EXECUTIVE OFFICER, PRESIDENT, EXECUTIVE DIRECTOR2277052
DAVIAU, DANIEL JOSEPHNON- EXECUTIVE DIRECTOR6096472
MACFAYDEN, DONALD DUNCANEXECUTIVE DIRECTOR, CFO & FINANCIAL & OPERATIONS PRINCIPAL5390198
PARDI SQUITIERI, JENNIFER ELLENEXECUTIVE DIRECTOR4922719
PROUD, EMILY PRESSMANCHIEF OPERATING OFFICER5815542
TEIPNER, LARISSA KYLEUS GENERAL COUNSEL

Disclosures

Regulatory Event45
Bond1

Red Flags

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

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Company Information

CANACCORD GENUITY LLC

CRD#: 1020Boston, MA 02109

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