Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harish? Claim Your ProfileHarish Kumar Jashnani is a financial advisor with UBS Financial Services Inc. Harish is registered with the state of New Jersey to provide investment advice, and has been a licensed advisor for over 30 years. His background is in the financial industry, with extensive experience across various investment strategies and products. Harish is committed to providing personalized financial solutions to individuals, families, and businesses. He believes in building strong relationships with his clients based on trust, transparency, and understanding their unique financial goals. Harish's dedication to providing exceptional service has been recognized by numerous accolades and testimonials from his clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
12/02/2011 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NJ
06/01/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (RIDGEWOOD NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
06/24/1994 - 04/02/2007
MORGAN STANLEY DW INC. (RIDGEWOOD NJ)
NY
02/19/1991 - 07/15/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
04/18/1989 - 12/15/1990
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Harish Jashnani is the right advisor for you? Invested Better is here to help.
