Unclaimed
Jerome Goldberg is a financial professional with over 30 years of experience in the industry. Jerome is currently registered with Hornor, Townsend & Kent, LLC in New Jersey and is also a registered representative of FINRA and the state of New Jersey. Jerome has a wide range of experience in providing financial services to individuals and businesses, including financial planning, investment management, and life insurance. Jerome is dedicated to helping clients reach 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.
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.
Trail commissions, distribution assistance fees
1
2
NJ
07/18/2002 - Present
Hornor, Townsend & Kent, LLC (EATONTOWN NJ)
DE
11/05/1997 - 01/18/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
11/10/1992 - 11/19/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/19/1984 - 10/23/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/28/1981 - 10/23/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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