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JA

Jeremy H. Attali

MAGEN FINANCIAL LLC
New York, NY 10036
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CRD#: 5339694
JA

Professional summary


Jeremy Henri Armand Attali, who also goes by Jeremy Attali, is a registered financial professional currently at MAGEN FINANCIAL LLC located in New York, New York.

Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2007. Jeremy has worked at 5 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 3, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeremy Attali

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 Jeremy Henri Armand Attali's 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

October 5, 2023 - Present

MAGEN FINANCIAL LLC

Office #1: 1500 Broadway 25th Floor, New York, NY 10036
BD
CRD#: 305174
New York, NY
Past

January 21, 2015 - March 6, 2015

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

February 26, 2014 - December 8, 2014

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

January 26, 2010 - August 31, 2011

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

April 2, 2009 - January 4, 2010

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

October 23, 2007 - April 7, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(10/6/2023)
RR
New York
(10/5/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/20/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/4/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/7/2014
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MF
MAGEN FINANCIAL LLC
ATHENA A DIVISION OF MAGEN FINANCIAL LLC | VISION A DIVISION OF MAGEN FINACIAL LLC | SHIELD A DIVISION OF MAGEN FINANCIAL LLC | NOMAD A DIVISION OF MAGEN FINANCIAL LLC | MERCURY A DIVISION OF MAGEN FINANCIAL LLC | MAGEN FINANCIAL LLC | AZUR A DIVISION OF MAGEN FINANCIAL LLC

CRD#: 305174 / SEC#: , 8-70397

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


Main Address
1500 Broadway 25th Floor, New York, NY 10036
Mailing Address
1500 Broadway 25th Floor, New York, NY 10036
Phone number
(212) 291-7702
Established
Delaware since 07/16/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HYBER HOLDINGS LLCDIRECT OWNER
BARTHES, DAVYCEO5726005
BARTHES, JOHANN BRIAN ROBINPRESIDENT5740524
TREARS, JOHN PATRICKPARTNER COO/CFO/CCO2837461

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


MAGEN FINANCIAL LLC

CRD#: 305174New York, NY 10036

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