Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Wechsler is an investment professional with over 26 years of experience in the financial services industry. Stuart is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Stuart has held prior positions with First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Thomas Weisel Partners LLC. Stuart offers a range of financial services, including portfolio management, financial planning, and pension consulting.
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
CT
03/26/2024 - Present
J.p. Morgan Securities LLC (Riverside CT)
CT
01/05/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Greenwich CT)
CA
10/07/2002 - 01/12/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
08/26/1999 - 10/16/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
01/20/1998 - 07/26/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
02/24/1997 - 01/30/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/17/1996 - 02/27/1997
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative 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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