Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Leigh Corpening is a financial advisor with over 20 years of experience in the industry. Jessica is currently registered with Morgan Stanley and has held previous positions at A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., Wachovia Securities, LLC, and Morgan Stanley & Co. Incorporated. Jessica offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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
OK
06/10/2016 - Present
Morgan Stanley (Tulsa OK)
CA
02/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STOCKTON CA)
CA
01/01/2008 - 02/07/2008
WACHOVIA SECURITIES, LLC (STOCKTON CA)
CA
04/20/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (STOCKTON CA)
NY
08/21/2002 - 09/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/23/2001 - 07/15/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
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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