Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Dominick Depalo is a financial advisor registered with Morgan Stanley. Jack has been active in the financial services industry since November 4, 2017. Previously, Jack was registered with First Republic Securities Company, LLC, J.P. Morgan Securities LLC and HSBC Securities (USA) Inc. Jack holds the Series 7, Series 63, Series 65 and SIE licenses. Jack's current registrations include New York and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/03/2023 - Present
Morgan Stanley (New York NY)
NY
07/31/2020 - 05/01/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (New York NY)
NY
03/19/2019 - 08/05/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/01/2017 - 03/14/2019
HSBC SECURITIES (USA) INC. (New York NY)
IA
Issued 09/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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