Jesse Uttendorfer
Wealth Manager | Marshall + Sterling Wealth Advisors
- Role
- Wealth Manager at Marshall+Sterling
- Location
- Kingston, NY, US
- LinkedIn followers
- 500 followers
About Jesse Uttendorfer
CERTIFIED FINANCIAL PLANNER™MBA - New Jersey Institute of Technology (2018)BS - New Jersey Institute of Technology (2017)Series 7 held through LPL FinancialSeries 66 held through Marshall & Sterling Wealth AdvisorsLife & Health Insurance licensedBoard Member - Young Ulster ProfessionalsSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Wealth Manager
Jan 2024 — Present
Education
New Jersey Institute of Technology
M.B.A., Finance
2013
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