Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Elizabeth Tassan is a financial professional with over 10 years of experience in the industry. Jessica is currently registered with Piper Sandler & Co. and has previously been registered with UBS Financial Services Inc. Jessica has a wide range of experience and holds several licenses and certifications including Series 66, Series 10, Series 9, Series 86, Series 87, SIE, and Series 7. Jessica is also licensed to provide advisory services in California.
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.
Analytical reports/public finance consulting program
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.
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2
CA
04/11/2016 - Present
Piper Sandler & Co. (SAN FRANCISCO CA)
CA
06/17/2013 - 04/13/2016
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
BOTH
Issued 08/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/29/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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