Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Rosenstein is a financial advisor currently registered with J.p. Morgan Institutional Investments Inc.. Jesse has been in the industry since June 7, 2006. Jesse has previously held positions with firms such as Blackrock Investments, LLC, Barclays Global Investors Services and Morgan Stanley DW Inc.
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.
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.
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2
NJ
04/04/2013 - Present
J.p. Morgan Institutional Investments Inc. (Jersey City NJ)
CA
01/03/2012 - 03/18/2013
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NJ
07/14/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (JERSEY CITY NJ)
NY
07/27/2007 - 06/16/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NJ
08/01/2006 - 07/26/2007
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NY
05/05/2006 - 07/25/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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