Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Louis Reinstein is a financial advisor with over 29 years of experience in the financial services industry. Harold currently works at J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC and is registered to provide investment advice in New York and Texas. Previously, Harold was a financial advisor with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Harold holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses and is a Certified Financial Planner. Harold specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Harold’s current firm, J.P. Morgan Securities LLC, has over $50 billion in assets under management and has a client count of over 262,000.
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
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2
NY
03/23/2024 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
NY
09/23/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (White Plains NY)
NY
09/05/1996 - 09/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
08/31/1994 - 09/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/1994
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.
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Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
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MIAX Sapphire
M
Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
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New York Stock Exchange
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