Unclaimed
Jacob Kleinberger is a financial advisor with Blackstone Securities Partners LP. Jacob has over 20 years of experience in the financial services industry. Jacob is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, 7, 24, 63, 79, and SIE licenses. Jacob is also registered in all 50 states and the District of Columbia.
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.
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.
1
2
FL
03/13/2014 - Present
Blackstone Securities Partners LP (Miami FL)
NY
09/07/2000 - 10/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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