Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Kye Gerstin is a financial advisor at LPL Financial LLC. Jesse has been in the industry for over a year. Jesse is registered with the state of New York as an Investment Advisor Representative and a Registered Representative. Jesse has passed the Series 7TO, Series 63, Series 65, and SIE exams. Jesse has experience working with high-net-worth individuals, corporations, and other businesses. Jesse has experience providing consulting, financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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NY
10/25/2022 - Present
LPL Financial LLC (BROOKLYN NY)
BC
Issued 10/17/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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