Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lunin-pack is a financial advisor with over 20 years of experience in the industry. Jesse is currently registered with Osaic Wealth, Inc. and has a Series 66, Series 7 and Series 86 license. Jesse specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. Jesse is also the Managing Partner of Lunin-Pack Financial Group.
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
09/03/2024 - Present
Osaic Wealth, Inc. (COLD SPRING NY)
NY
07/13/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLD SPRING NY)
NY
12/19/2008 - 07/14/2010
WALL STREET ACCESS (NEW YORK NY)
NY
07/10/2006 - 12/26/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/09/2004 - 04/06/2006
CALYON SECURITIES (USA) INC (NEW YORK NY)
NY
11/15/2001 - 08/26/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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