Unclaimed
Jasper Ofosu is a financial advisor with over 20 years of experience in the industry. Jasper has a strong background in financial services, with experience at firms such as Truist Securities, Inc., ICMA-RC SERVICES, LLC, B. RILEY & CO., LLC, FBR CAPITAL MARKETS & CO., and NATIONWIDE SECURITIES, INC. Jasper currently works at Truist Securities, Inc. and is registered with the state of Virginia and New York.
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.
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.
1
2
NY
09/23/2021 - Present
Truist Securities, Inc. (NEW YORK NY)
DC
09/25/2017 - 09/24/2021
ICMA-RC SERVICES, LLC (WASHINGTON DC)
CA
06/05/2017 - 06/23/2017
B. RILEY & CO., LLC (LOS ANGELES CA)
VA
06/15/2004 - 06/23/2017
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
OH
11/17/2003 - 06/16/2004
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
DE
04/25/2000 - 06/11/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/30/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/07/2021
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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