Jeffrey D. Bean
Professional summary
Jeffrey Daniel Bean is a registered financial professional currently at VISTA POINT ADVISORS, LLC located in San Francisco, California.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Daniel Bean's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 22, 2011 - Present
VISTA POINT ADVISORS, LLC
Office #1: 555 Mission Street Suite 2650, San Francisco, CA 94105February 14, 2011 - December 16, 2011
KEMA PARTNERS LLC
May 3, 2010 - February 9, 2011
ARBOR ADVISORS, LLC
December 18, 2007 - June 23, 2009
KEYBANC CAPITAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/22/2011)
(12/7/2017)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
VISTA POINT ADVISORS, LLC
CRD#: 157502 / SEC#: , 8-68852
Contact information
FINRA licenses (12 States and Territories)
Red Flags
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