Unclaimed
Jessica Fayard Williams is a financial advisor with Morgan Stanley. Jessica has been in the industry since November 29, 2000. Jessica is registered with FINRA as well as in 34 states. Jessica has a Series 7, Series 63 and SIE license. Jessica is a registered investment advisor representative for Morgan Stanley in Louisiana and Texas.
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
LA
05/18/2010 - Present
Morgan Stanley (Mandeville LA)
LA
04/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANDEVILLE LA)
LA
10/05/2001 - 04/16/2007
MORGAN KEEGAN & COMPANY, INC. (NEW ORLEANS LA)
NJ
11/24/2000 - 10/19/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 08/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
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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