Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Diaz is a registered representative with BNY Mellon Securities Corp. in Miami, FL. Jessica has been in the financial industry since January 18, 2021 and holds Series 7, 63 and 65 licenses. Before joining BNY Mellon, Jessica was previously employed at Bessemer Investor Services, Inc. and Morgan Stanley.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/14/2023 - Present
BNY Mellon Securities Corp. (MIAMI FL)
FL
08/01/2019 - 10/07/2021
BESSEMER INVESTOR SERVICES, INC. (MIAMI FL)
FL
01/14/2019 - 04/30/2019
MORGAN STANLEY (MIAMI BEACH FL)
IA
Issued 11/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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