Unclaimed
Carmine Libertini is a financial advisor with over 20 years of experience in the financial services industry. Carmine is currently registered with J.p. Morgan Securities LLC. Prior to this, Carmine was employed by Chase Investment Services Corp, UBS Financial Services Inc., First Republic Group, LLC and Prime Charter Ltd. Carmine has passed both Series 7 and Series 63 exams, as well as the SIE and Series 65. Carmine specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Carmine also has a strong background in working with clients who are high net worth individuals and those who are looking to invest in pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (HUNTINGTON NY)
NY
09/07/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON NY)
NJ
06/06/2001 - 09/30/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/12/2000 - 04/27/2001
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
NY
09/05/2000 - 10/03/2000
PRIME CHARTER LTD. (NEW YORK NY)
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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