Unclaimed
Jessica DeLuca is a registered representative with Raymond James & Associates, Inc. Jessica has been in the financial services industry since June 2014. Jessica holds Series 7, Series 66, and SIE licenses. Jessica is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the state of Pennsylvania. Jessica has previously worked with Morgan Stanley and Morgan Stanley Private Bank, National Association. Jessica is dedicated to providing personalized financial advice to clients. Jessica specializes in individual and business financial planning, as well as retirement planning.
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.
Please see note in schedule d - miscellaneous
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
NJ
05/17/2022 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
NJ
06/06/2014 - 08/13/2018
MORGAN STANLEY (MT. LAUREL NJ)
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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