Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jess? Claim Your ProfileJess Donato Sansone is a financial advisor registered with UBS Financial Services Inc. Jess has been in the industry since 2023 and currently holds Series 7TO, SIE and Series 66 licenses. Jess Donato Sansone is registered with the state of California, Nevada, and numerous other states. Jess specializes in serving the financial needs of high-net-worth individuals, corporations, and other businesses. Jess also works with charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Jess Donato Sansone is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
09/27/2024 - Present
UBS Financial Services Inc. (SEAL BEACH CA)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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