Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Gittelson has been in the financial industry since 1983. Harry currently works at J.p. Morgan Securities Llc and is registered in 20 states. Harry's experience includes previous roles at Chase Investment Services Corp., WAMU INVESTMENTS, INC., ASB FINANCIAL SERVICES, INVEST FINANCIAL CORPORATION, USLIFE EQUITY SALES CORP., and OPPENHEIMER & CO., INC.. Harry holds the SIE, Series 7 and Series 63 licenses and has a strong track record of providing financial planning, portfolio management and pension consulting services to a range of clients including individuals, corporations, and charitable organizations.
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
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
CA
07/14/1997 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS ANGELES CA)
CA
10/27/1992 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
WI
04/06/1989 - 11/24/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
06/12/1985 - 03/14/1989
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
07/20/1983 - 06/13/1985
OPPENHEIMER & CO., INC.
BC
Issued 10/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
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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