Jeffrey Alan Proeh
Professional Summary
Jeffrey Alan Proeh, who also goes by Jeffrey Proeh, is a registered financial advisor currently at DAI SECURITIES, LLC located in Hollywood, Florida. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2015. Jeffrey has worked at 9 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Alan Proeh, Jeffrey Proeh
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DAI SECURITIES, LLC | LEWIS FINANCIAL GROUP, L.C.
Contact Information
Main Address
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345Mailing Address
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345Phone Number
(404) 531-7080Established
Minnesota since 05/31/2019Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/9/2026)
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(11/9/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Alan Proeh's CRS (Customer Relationship Summary).
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