Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasmine? Claim Your ProfileJasmine Magdalena Stone lemus is a registered representative with Wells Fargo Clearing Services, LLC. Jasmine has been in the financial services industry since 2014. Jasmine is registered with the state of Maryland as both a broker and an investment adviser. Jasmine's practice is based in Columbia, Maryland. Jasmine works in the Rockville, Maryland and Columbia, Maryland branch offices. The firm is a large company with over $10 billion - $50 billion under management. The firm provides a variety of investment advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MD
01/18/2023 - Present
Wells Fargo Clearing Services, LLC (ROCKVILLE MD)
IA
Issued 01/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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