Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Shornick is a financial professional with over 12 years of experience in the industry. Jeffrey is currently registered as a Registered Investment Advisor (RIA) with Hennion & Walsh Asset Management, Inc., working out of the firm's Parsippany, NJ office. Previously, Jeffrey worked for WELLS FARGO CLEARING SERVICES, LLC, PNC INVESTMENTS, J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Jeffrey holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Jeffrey specializes in providing financial advice and portfolio management for individuals, businesses, pension 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
07/25/2024 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NJ
07/01/2016 - 06/05/2024
WELLS FARGO CLEARING SERVICES, LLC (FLANDERS NJ)
NJ
06/23/2015 - 05/23/2016
PNC INVESTMENTS (FAIRFIELD NJ)
NJ
10/01/2012 - 06/17/2015
J.P. MORGAN SECURITIES LLC (PARSIPPANY NJ)
NJ
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PARSIPPANY NJ)
IA
Issued 07/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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