Unclaimed
Jerrold Pinsker is a financial advisor registered with LPL Financial LLC. Jerrold has been in the financial services industry for over 25 years, with experience in securities and investment advisory. Jerrold has passed a number of FINRA and state exams including the Series 6, 7, 24, and 66. Jerrold has been a registered representative of LPL Financial LLC since 2004.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/27/2004 - Present
LPL Financial LLC (GREENSBORO NC)
CT
06/29/1998 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 07/07/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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