Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Feinstein is a financial advisor with over 8 years of experience in the industry. Jarrod has a Series 65, Series 63, Series 7, Series 86, Series 87 and SIE license. Currently, Jarrod is an Investment Advisor Representative at Canal Capital Management, LLC in Richmond, Virginia. Before that, Jarrod worked at The Buckingham Research Group Incorporated and Goldman, Sachs & Co. Jarrod provides financial planning, selection of other advisors, and portfolio management for individuals, pooled investment vehicles and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General business consulting & tax services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
VA
11/12/2018 - Present
Canal Capital Management, LLC (RICHMOND VA)
NY
11/27/2012 - 07/05/2017
THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)
NY
02/10/2009 - 11/02/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 11/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2015
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/29/2014
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/16/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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