Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ann Sheaffer is a registered representative with Morgan Stanley. Jessica is registered to provide investment advice in 46 states and the District of Columbia. Jessica has been in the securities industry for 8 years. Jessica offers a wide range of financial services, including financial planning, asset allocation advice, and portfolio management. Jessica has experience working with high-net-worth individuals, corporations, and other institutions. Jessica has a series 7, 66, and SIE license. Jessica's firm, Morgan Stanley, is a global financial services firm with approximately $10 billion to $50 billion in assets under management. Morgan Stanley provides investment banking, securities, investment management, and wealth management services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/24/2020 - Present
Morgan Stanley (Newport Beach CA)
BOTH
Issued 02/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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