Unclaimed
Jesse L. Weissberger is an investment advisor representative who has been working in the industry since 1993. Jesse Weissberger has a Series 7, Series 9, Series 10, Series 63, and Series 65 licenses and is registered with Atcap Partners, LLC in New Jersey. Jesse Weissberger has previously been employed by NATIONAL SECURITIES CORPORATION, MORGAN STANLEY, WELLS FARGO ADVISORS, LLC, HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC., M.S. FARRELL & COMPANY, INC., FSG SECURITIES, INC., WESTFIELD FINANCIAL CORPORATION, and BEACON SECURITIES, INC. Jesse Weissberger offers financial planning services to individuals and businesses, as well as portfolio management services. Jesse Weissberger provides market timing services and selects other advisors for clients. Jesse Weissberger is affiliated with Atcap Partners, LLC.
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.
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.
Wrap fee based on percentage of assets under management
1
2
NJ
07/22/2022 - Present
Atcap Partners, LLC (Woodcliff Lake NJ)
NJ
02/21/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (WOODCLIFF LAKE NJ)
NJ
06/14/2013 - 02/10/2017
MORGAN STANLEY (PARAMUS NJ)
NJ
12/03/2007 - 06/18/2013
WELLS FARGO ADVISORS, LLC (FAIR LAWN NJ)
NY
01/01/2005 - 12/03/2007
HSBC SECURITIES (USA) INC. (PLEASANT VALLEY NY)
NY
03/30/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
TN
10/03/1995 - 12/05/2003
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
10/21/1994 - 06/25/1997
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
07/06/1994 - 10/28/1994
FSG SECURITIES, INC. (NEW YORK NY)
NY
04/05/1994 - 07/01/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
05/12/1993 - 01/01/1994
BEACON SECURITIES, INC. (NEW YORK NY)
NY
04/28/1993 - 05/10/1993
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 04/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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