Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Fino is a financial advisor working at Lido. Jessica has been in the financial industry for 12 years. She holds Series 3, 7, and 66 licenses and the SIE exam. Jessica is registered to provide investment advice in California, Florida, and Texas. Jessica previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lek Securities Corporation. Jessica specializes in investment advice for individuals, corporations, charitable organizations, pooled investment vehicles, high-net-worth individuals, and ERISA pooled plans.
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.
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.
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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FL
10/30/2024 - Present
Lido (Boca Raton FL)
FL
04/04/2014 - 06/17/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
NY
03/26/2012 - 03/20/2014
LEK SECURITIES CORPORATION (NEW CITY NY)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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