Unclaimed
Jessica Digiovanni is a financial advisor with over 10 years of experience in the industry. Jessica is currently registered with Morgan Stanley and has been with the firm since August 2018. Prior to joining Morgan Stanley, Jessica worked at Purshe Kaplan Sterling Investments and IFS Securities. Jessica has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service. Jessica offers a variety of services, including financial planning, investment management, and asset allocation advice. Jessica is a highly qualified and experienced financial advisor who is dedicated to helping her clients achieve their financial goals.
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
FL
09/25/2018 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
04/02/2018 - 06/04/2018
IFS SECURITIES (Tampa FL)
FL
07/21/2017 - 03/27/2018
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
BOTH
Issued 09/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
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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