Jeremy L. Halpin
Professional summary
Jeremy Lowell Halpin, who also goes by Jeremy Halpin, is a registered financial professional currently at GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.
Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2015. Jeremy has worked at 1 firm and has passed the SIE, Series 99TO and Series 28 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeremy Lowell Halpin's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 24, 2015 - Present
GUIDESTONE FINANCIAL SERVICES
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152State 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 ExaminationSeries 28
Date: 11/24/2015
Introducing Broker/Dealer Financial Operations Principal ExaminationFINRA
Current Firm
GUIDESTONE FINANCIAL SERVICES
CRD#: 148249 / SEC#: , 8-67995
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION | MEMBER | |
| BAILEY, CHAD MICHAEL | PRESIDENT | 5567481 |
| COOK, ROBERT SCOTT | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 5587943 |
| HALPIN, JEREMY LOWELL | FINOP/CFO/TREASURER | 6560503 |
| HAMES, DEANA FOLMAR | DIRECTOR | 7444625 |
| KELLY, CHRISTOPHER LEE | DIRECTOR | 7178167 |
| TUCKER, JASON | DIRECTOR | 8141526 |
Red Flags
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