Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Goldblum is a financial professional with over 30 years of experience in the financial services industry. Jerry is registered with Equitable Advisors, LLC and has previously worked for Aegis Capital Corp., Rockwell Global Capital LLC and other financial institutions. Jerry provides a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jerry is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial advice in multiple states.
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.
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.
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2
NY
10/19/2022 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
11/06/2015 - 10/19/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
06/22/2010 - 11/19/2015
ROCKWELL GLOBAL CAPITAL LLC (Syosset NY)
NY
01/26/2009 - 06/22/2010
FIRST MIDWEST SECURITIES, INC. (FARMINGDALE NY)
NY
02/06/2006 - 01/26/2009
NEWBRIDGE SECURITIES CORPORATION (FARMINGDALE NY)
TN
01/06/2005 - 02/06/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
07/02/2004 - 12/31/2004
CANTELLA & CO., INC. (MALDEN MA)
NY
11/20/2002 - 07/09/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
10/13/1993 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NY
07/08/1993 - 10/29/1993
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 08/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2004
Series 4 - Registered Options Principal Examination
BC
Issued 04/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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