Jesse GoldbergCRD Number: 6058417
Current Firm: Ameriprise Financial Services, Inc.
Jesse Goldberg (CRD# 6058417) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Las Vegas, NV and has over 5 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Ameriprise Financial Services Inc.||Las Vegas, NV||Jan 2014 - Current||3|
|Country Financial||Henderson, NV||May 2013 - Jan 2014||< 1|
|Ameriprise Financial Services, Inc.||Las Vegas, NV||May 2012 - May 2013||1|
|Unemployed||Henderson, NV||Jan 2012 - May 2012||< 1|
|Dunkin Donuts||Deep River, CT||Oct 2011 - Jan 2012||< 1|
|Uncle Guido's Paintball||Branford, CT||Jun 2011 - Oct 2011||< 1|
|Suny Plattsburgh College||Platsburgh, NY||Aug 2008 - Jun 2011||2|
|Station Pizza||Stony Brook, NY||Apr 2007 - Sep 2008||1|
|Ward Melville High School||East Setauket, NY||Aug 2005 - Jun 2008||2|
|Cousins Paintball||Medford, NY||Jun 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV