Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Passier is a registered representative and investment advisor representative with Madison Avenue Securities, LLC in San Diego, California. Jessica has been in the industry since 2014 and has experience with a variety of investment products and services. Jessica is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Jessica has passed the Series 7, Series 66, Series 65, Series 99, and Series 82TO exams, demonstrating her knowledge and commitment to the financial industry.
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.
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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CA
06/13/2022 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
CA
04/22/2015 - 01/17/2018
GIRARD SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 06/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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