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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 Delareza is an Investment Advisor Representative associated with Morgan Stanley in Fort Lauderdale, FL. Jessica has been in the financial industry since 2004 and has worked at multiple firms such as Madison Avenue Securities, LLC, Truist Investment Services, Inc., Ladenburg Thalmann & Co. Inc., Walnut Street Securities, Inc., Southwest Securities, Inc. and UBS Securities LLC. She is licensed to provide investment advice in Florida. She has passed the Series 7, Series 63, and Series 65 exams. Jessica's specializations include investment and financial planning, and she provides services to a wide range of clients, including individuals, businesses, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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
02/18/2025 - Present
Morgan Stanley (Fort Lauderdale FL)
FL
03/02/2022 - 12/08/2023
MADISON AVENUE SECURITIES, LLC (Fort Lauderdale FL)
FL
05/11/2021 - 02/17/2022
TRUIST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
05/29/2007 - 05/12/2021
LADENBURG THALMANN & CO. INC. (MIAMI FL)
FL
09/05/2006 - 05/31/2007
WALNUT STREET SECURITIES, INC. (FORT LAUDERDALE FL)
TX
03/07/2005 - 02/10/2006
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
12/13/2004 - 03/04/2005
UBS SECURITIES LLC (NEW YORK NY)
IA
Issued 09/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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