Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Braunstein is a registered representative with PJT Partners LP. Josh is a securities professional with over 5 years of experience in the financial services industry. Josh has held previous roles with Lazard Freres & Co. LLC and J.P. Morgan Institutional Investments Inc. Josh's areas of expertise include investment banking. Josh holds the Series 3, 7, 79TO, and SIE licenses.
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.
1
2
NY
11/15/2021 - Present
PJT Partners LP (NEW YORK NY)
NY
11/14/2018 - 10/18/2021
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
03/01/2016 - 10/23/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 03/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Josh Braunstein is the right advisor for you? Invested Better is here to help.
