Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Minty is an Investment Advisor Representative at Ballentine Partners. Jessica has been with the firm since April 2018. Jessica holds the Series 65 designation and is registered in Massachusetts, New Hampshire, and Florida. Jessica has experience in the financial services industry since October 2010 and has a background in scholarship funds and board membership. Jessica specializes in providing financial planning, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Jessica is committed to providing her clients with personalized financial advice and guidance to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Project fees
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MA
07/26/2019 - Present
Ballentine Partners (Waltham MA)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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