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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lee is a financial advisor with over 23 years of experience in the industry. Jessica is currently registered with Morgan Stanley and is licensed in 22 states and the District of Columbia. Prior to joining Morgan Stanley, Jessica worked at CITIGROUP GLOBAL MARKETS INC. for 9 years. Jessica is an active member of the financial industry and is committed to providing her clients with the highest level of service. Jessica has a wide range of experience and is well-equipped to help clients with their financial planning needs. She specializes in providing portfolio management services for individuals, businesses, and investment companies. Jessica is also qualified to offer financial planning services, including asset allocation advice, and pension consulting.
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
11/02/2021 - Present
Morgan Stanley (Palo Alto CA)
CA
06/28/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/25/1999
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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