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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Katherine Reznik is an active financial advisor, registered with Morgan Stanley in Columbus, OH. Jessica has been working in the industry since December 17, 2006 and has experience with The Huntington Investment Company and J.P. Morgan Securities LLC. Jessica has a strong background in investments and has passed several industry exams including Series 6, 7, 9, 10, 24, 26, 53, 63, 66, 7TO and 99TO. Jessica specializes in portfolio management for individuals, businesses, and investment companies.
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
OH
05/12/2021 - Present
Morgan Stanley (Columbus OH)
OH
11/06/2013 - 05/25/2016
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
10/01/2012 - 10/28/2013
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
07/20/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
NY
11/30/2009 - 01/11/2011
HALCYON CAPITAL MARKETS LLC (NEW YORK NY)
CA
06/28/2007 - 03/24/2009
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
OH
01/19/2001 - 06/18/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
08/31/1999 - 11/21/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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