Sheri J. Lejman
Professional summary
Sheri J Lejman is a registered financial professional currently at CENTAURUS FINANCIAL, INC. located in Anaheim, California and PACIFIC POINT SECURITIES, LLC located in Anaheim, California.
Sheri is registered as a RR (Registered Representative) and started their career in finance in 2015. Sheri has worked at 2 firms and has passed the Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Sheri J Lejman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 8, 2015 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 2300 E. Katella Avenue Suite #200, Anaheim, CA 92806December 8, 2015 - Present
PACIFIC POINT SECURITIES, LLC
Office #1: 2300 E. Katella, Suite 275, Anaheim, CA 92806State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
PACIFIC POINT SECURITIES, LLC
CRD#: 150272 / SEC#: , 8-68239
Contact information
FINRA licenses (9 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DUHOVIC, JEROME VICTOR | CEO & PRESIDENT | 2123754 |
| DUHOVIC, JEROME VICTOR | MEMBER & CHAIRMAN OF THE BOARD | 2123754 |
| KING, JAMES RONALD SR | MEMBER & DIRECTOR | 269927 |
| KING, PAUL J | MEMBER & DIRECTOR | |
| KING, WESTLEY HAYES | MEMBER & DIRECTOR | 2527676 |
| LEJMAN, SHERI J | CHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER | 6406038 |
| FEDERATION OF FINANCIAL SERVICES | MEMBER | |
| KING, CHARICE LEE | MEMBER | |
| MCCOMSEY, JOANNA DAWN | CHIEF COMPLIANCE OFFICER, AML OFFICER | 3101022 |
| SIMON, ADAM BRETT | EVP, CHIEF OPERATING OFFICER, PRINCIPAL OPERATIONS OFFICER | 2524249 |
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