Unclaimed
Keith Denerstein is a financial advisor with over 10 years of experience in the industry. Keith is currently registered with J.p. Morgan Securities LLC. Prior to joining J.p. Morgan Securities LLC, Keith was with Empower Financial Services, Inc. where he served clients for a little over a year. Keith has a proven track record of success in providing financial advice to a wide range of clients, including individuals, families, and businesses. Keith holds a Series 66, Series 63, Series 24, SIE, Series 7 and Series 3 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/04/2024 - Present
J.p. Morgan Securities LLC (New York NY)
CO
12/01/2022 - 04/03/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
08/10/2021 - 08/02/2022
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
11/24/2015 - 10/20/2021
TD AMERITRADE, INC. (JERSEY CITY NJ)
NY
09/22/2009 - 05/04/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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