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JT

Jennifer L. Tveiten-rifman

Some features on this profile are disabled
CRD#: 6450017
JT

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Lynn Tveiten-rifman, who also goes by Jennifer Lynn Matthew, Jennifer Lynn Treiten-rifman, Jennifer Lynn Tweeton, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2015. Jennifer had worked at 1 firm and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Lynn Matthew | Jennifer Lynn Treiten-Rifman | Jennifer Lynn Tweeton

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 25, 2015 - October 30, 2020

GELBER SECURITIES, LLC

BD
CRD#: 18367
CHICAGO, IL

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
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/12/2015
General Securities Principal Examination

Current Firm

GS
GELBER SECURITIES, LLC
GELBER SECURITIES INC. | GELBER SECURITIES, LLC

CRD#: 18367 / SEC#: , 8-36696

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

Main Address
350 N.orleans St S10000, Chicago, IL 60654
Mailing Address
350 North Orleans St S10000, Chicago, IL 60654
Phone number
(312) 408-4354
Established
Delaware since 12/31/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
GELBER GROUP, LLCDELAWARE LIMITED LIABILITY CORPORATION/MANAGING MEMBER
BLOOM, DAVIDCHIEF FINANCIAL OFFICER/ PRINCIPAL FINANCIAL OFFICER6729656
COFFEY, PATRICK JOSEPHCHIEF OPERATING OFFICER/FINANCIAL AND OPERATIONS PRINCIPAL/PRINCIPAL OPERATIONS OFFICER7262848
DUNSKY, LISA ANNCHIEF LEGAL OFFICER
GELBER, BRIAN ROGERCHIEF EXECUTIVE OFFICER839297
HAZE, DANIEL MCHIEF COMPLIANCE OFFICER7393008
LONTEEN, CHRISTIAN MATTHEWMANAGING DIRECTOR OF TRADING5793881
MAHLER, MATTHEW CARLPRESIDENT/PRINCIPAL OPTIONS OFFICER4987267

Disclosures

Regulatory Event9

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

GELBER SECURITIES, LLC

CRD#: 18367

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