Unclaimed
Jassmine Andersson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jassmine has been in the financial industry since 2004 and has a wealth of experience. Jassmine is registered with FINRA and has a Series 66, Series 10 and Series 9 licenses. She specializes in various areas, including equities, fixed income, mutual funds, and options. Jassmine also holds a Series 7 and SIE license. Previously, Jassmine worked at DEUTSCHE BANK SECURITIES INC. and Goldman, Sachs & Co.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
03/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
07/27/2015 - 10/31/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/17/2004 - 06/29/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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