Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Briann Mora is a Certified Financial Planner and is an Investment Advisor Representative at Mission Wealth Management, LP, in Brooklyn, NY. Jessica has been in the financial services industry since June 2017. Jessica has been registered as an Investment Advisor Representative in New York since June 2021. Jessica specializes in Family Wealth Management, Financial Planning, Portfolio Management for Individuals and Businesses and Pension Consulting. Jessica is also a minority shareholder of Excelta Corporation, a manufacturing company based in Buellton, CA.
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.
Family wealth management
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.
A percentage of the total value of assets under management is charged.
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NY
06/23/2021 - Present
Mission Wealth Management, LP (Brooklyn NY)
Active
Inactive
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