Unclaimed
Jared Mitchell Feinberg is a financial professional with over 39 years of experience in the industry. Jared is currently registered with Osaic Wealth, Inc. in New York and Connecticut as a Registered Representative and Investment Advisor Representative. Prior to joining Osaic Wealth, Inc. Jared was with FSC Securities Corporation. Jared has a strong background in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jared is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (HARTSDALE NY)
NY
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (HARTSDALE NY)
NY
04/16/1996 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (HARTSDALE NY)
NY
05/17/1991 - 05/23/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
12/05/1990 - 05/16/1991
GERALD S. BERGER, INC. (HARTSDALE NY)
NA
02/16/1988 - 12/24/1990
GLOBAL CAPITAL SECURITIES, INC.
IN
11/20/1986 - 03/29/1988
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
10/29/1982 - 03/27/1985
HOME LIFE EQUITY SALES CORP.
IA
Issued 01/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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