Jennifer M. Mcghee
Professional summary
Jennifer Marie Mcghee, who also goes by Jennifer Marie Berson, is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.
Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2017. Jennifer has worked at 3 firms and has passed the Series 63, Series 82TO, Series 99TO, Series 79TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jennifer Marie Mcghee's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2019 - Present
STILLPOINT CAPITAL, LLC
Office #1: 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609September 25, 2018 - January 28, 2019
TD AMERITRADE, INC.
August 3, 2017 - July 31, 2018
PEAK BROKERAGE SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/17/2021)
(12/17/2021)
Exams
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 9/28/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
STILLPOINT CAPITAL, LLC
CRD#: 133146 / SEC#: , 8-66688
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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Company Information
STILLPOINT CAPITAL, LLC
CRD#: 133146Tampa, FL 33609TRUST BUT VERIFY
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