Jeannette GoldsteinCRD Number: 5296110
Current Firm: Santander Securities
Jeannette Goldstein (CRD# 5296110) is an Investment Advisor Representative working at Santander Securities in Dorchester, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Santander Securities LLC||Dorchester, MA||Dec 2016 - Current||1|
|Santander Bank Na||Florham Park, NJ||Dec 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Paramus, NJ||May 2014 - Dec 2016||2|
|Bank Of America, N.a.||Paramus, NJ||May 2014 - Dec 2016||2|
|Independent Insurance Agent||Midland Park, NJ||Jan 2014 - Apr 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Summit, NJ||Mar 2010 - Dec 2013||3|
|Nylife Securities LLC||New York, NY||Oct 2008 - Feb 2010||1|
|New York Life Insurance Company||New York, NY||Jun 2008 - Feb 2010||1|
|Unemployed||Midland Park, NJ||Apr 2008 - Jun 2008||< 1|
|Ameriprise Financial Services||Passaic, NJ||Mar 2007 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Nov 2008|
Total Assets Under Management610MILLIONS
Total Number of Accounts4,969ACCOUNTS
Average Account Value$122,752
- A percentage of assets under your management
- 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)
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