Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorey? Claim Your ProfileJorey T. Bernstein is a financial advisor with Western International Securities, Inc. Jorey has been a registered investment advisor since 2005 and has held previous roles at Morgan Stanley, Citigroup Global Markets Inc., and The Investment Center, Inc. Jorey holds Series 3, 7, 24, 31, 63, and 65 licenses and has a specialization in providing financial planning and investment advice to individuals and businesses. Jorey is also a registered investment advisor in California, Florida, Kansas, New Jersey, New York, and Texas.
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
CA
12/09/2015 - Present
Western International Securities, Inc. (Newport Beach CA)
CA
06/01/2009 - 12/11/2015
MORGAN STANLEY (BEVERLY HILLS CA)
CA
10/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NJ
08/17/1998 - 09/23/1999
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
CA
10/31/1997 - 08/13/1998
GO TRADING, INC. (LOS ANGELES CA)
NJ
11/09/1990 - 11/04/1997
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
RI
11/13/1989 - 09/17/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
10/11/1988 - 03/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/21/1988 - 10/04/1988
THE INVESTMENT CENTER, INC.
IA
Issued 10/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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