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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse M. Silver is a financial advisor with over 23 years of experience in the industry. Jesse has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2012. Prior to that, Jesse was registered with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.. Jesse is licensed in 30 states and holds the Series 7, 63, 65, 31, and SIE exams. Jesse is also a registered investment advisor in 4 states. Jesse's expertise includes portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
05/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NY
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
NY
11/15/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
NY
03/10/2000 - 11/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/15/1999 - 03/17/2000
FIRST PROVIDENCE FINANCIAL GROUP, LLC (PORT WASHINGTON NY)
IA
Issued 04/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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