Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jedd? Claim Your ProfileJedd Goldinger is a financial advisor with Wells Fargo Clearing Services, LLC, registered with FINRA and the state of New York. Jedd has been in the financial services industry since 2007. Jedd has a Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. Jedd's previous experience includes working at J.P. Morgan Securities LLC and Chase Investment Services Corp. Jedd specializes in working with individuals, businesses, insurance companies, pension and profit sharing plans, 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.
Investment consulting services to institutional clients
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.
1
2
NY
08/26/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/01/2012 - 08/27/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/28/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
03/29/2007 - 08/21/2007
MAXIM GROUP LLC (WOODBURY NY)
IA
Issued 09/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jedd Goldinger is the right advisor for you? Invested Better is here to help.
