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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 Ray Garshak is a financial advisor who has been in the industry since 2008. Jesse is currently registered with LPL Financial LLC in Pennsylvania and Texas. Jesse has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining LPL Financial LLC, Jesse has worked with VALIC FINANCIAL ADVISORS, INC., THE HUNTINGTON INVESTMENT COMPANY, ESSEX NATIONAL SECURITIES, INC., LPL FINANCIAL CORPORATION, PNC INVESTMENTS, NATCITY INVESTMENTS, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Jesse is committed to providing personalized financial advice and helping clients achieve their financial goals.
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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2
PA
08/15/2023 - Present
LPL Financial LLC (BRIDGEVILLE PA)
PA
03/23/2015 - 06/09/2023
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
02/08/2013 - 03/18/2015
THE HUNTINGTON INVESTMENT COMPANY (BETHEL PARK PA)
PA
12/09/2010 - 08/01/2012
ESSEX NATIONAL SECURITIES, INC. (HOMESTEAD PA)
PA
12/18/2009 - 10/26/2010
LPL FINANCIAL CORPORATION (MONONGAHELA PA)
PA
11/13/2009 - 12/14/2009
PNC INVESTMENTS (BELLE VERNON PA)
PA
01/10/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (BELLE VERNON PA)
PA
02/06/2007 - 10/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
BOTH
Issued 02/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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