Jesse Giordano (CRD# 4763193) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 20 years of experience in the finance industry. Jesse Giordano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Opal Wealth Advisors | Jericho, NY | Jan 2019 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2019 - Current | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jan 2019 | 4 |
| Morgan Stanley Smith Barney | Great Neck, NY | Oct 2009 - Jan 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- NY
- TX
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Total Assets Under Management826MILLIONS
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Total Number of Accounts1,883ACCOUNTS
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Average Account Value$438,589
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, MD, NC, NH, NJ, NY, PA, TX, VA
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