Jeanne A. Perry
Professional summary
Jeanne Ann Perry, who also goes by Jeanne Ann Beers, is a registered financial professional currently at HALEY SECURITIES, INC. located in Omaha, Nebraska.
Jeanne is registered as a RR (Registered Representative) and started their career in finance in 2014. Jeanne has worked at 1 firm and has passed the SIE and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeanne Ann Perry's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2014 - Present
HALEY SECURITIES, INC.
Office #1: 8712 West Dodge Road Ste. 402, Omaha, NE 68114State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
HALEY SECURITIES, INC.
CRD#: 104124 / SEC#: , 8-52622
Contact information
FINRA licenses (41 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| COHOON, CHRISTINE ANGELA | PRESIDENT, FINOP, CHIEF FINANCIAL OFFICER | 5279757 |
| OVERLY, BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER, SECRETARY | 5264831 |
| SHIRLEY H. OVERLY REVOCABLE TRUST | TRUST | |
| BROWN, SHIRLEY OVERLY | TRUSTEE OF THE SHIRLEY H. OVERLY REVOCABLE TRUST | 4391859 |
| BROWN, SHIRLEY OVERLY | DIRECTOR | 4391859 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Company Information
HALEY SECURITIES, INC.
CRD#: 104124Omaha, NE 68114TRUST BUT VERIFY
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