Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Samuel Menna is a financial advisor at Morgan Stanley with a focus on providing personalized financial guidance. With over 20 years of experience in the industry, Jerry has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. He is passionate about educating his clients and working collaboratively to develop a comprehensive financial plan that meets their individual needs. Jerry has a diverse background, having worked with various financial institutions throughout his career, including Quasar Trading, LLC, Avatar Securities, LLC, and E*TRADE Securities LLC. He holds the Series 7, Series 24, and Series 55 licenses, demonstrating his expertise in securities trading and investment management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/26/2014 - Present
Morgan Stanley (PURCHASE NY)
PR
06/17/2013 - 05/06/2014
QUASAR TRADING, LLC (SAN JUAN PR)
NY
01/07/2009 - 06/14/2012
AVATAR SECURITIES, LLC (NEW YORK NY)
NY
03/19/2008 - 01/02/2009
ASSENT LLC (NEW YORK NY)
NY
07/26/2005 - 08/13/2007
CYBERTRADER, INC. (NEW YORK CITY NY)
NJ
06/07/2005 - 07/11/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
06/26/2003 - 07/11/2005
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NY
12/20/2002 - 03/31/2003
A.B. WATLEY, INC. (NEW YORK NY)
NJ
07/12/2001 - 09/21/2001
EDGETRADE.COM, INC. (JERSEY CITY NJ)
CA
05/31/2000 - 11/20/2000
FIXED INCOME SECURITIES, INC. (SAN DIEGO CA)
NY
11/15/1999 - 02/08/2000
A.B. WATLEY, INC. (NEW YORK NY)
NJ
06/08/1999 - 11/12/1999
PETERSEN INVESTMENTS, INC. (LOCH ARBOUR NJ)
NY
03/12/1998 - 06/09/1999
R.D. WHITE & CO., INC. (NEW YORK NY)
NJ
01/21/1996 - 10/30/1997
WILLIAM SCOTT & CO. L.L.C. (UNION NJ)
NJ
02/24/1995 - 01/04/1996
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
12/19/1994 - 02/21/1995
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jerry Menna is the right advisor for you? Invested Better is here to help.
