Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Leto is a financial advisor who has been in the industry for over 7 years. Jessica is registered with the state of Pennsylvania as an investment advisor representative and securities representative. She is also registered as an investment advisor representative in Texas and West Virginia. Jessica's specializations include fixed income, options, mutual funds, retirement planning, and college savings. She works with a variety of clients, including high-net-worth individuals, families, businesses, and institutions. Jessica is committed to providing her clients with personalized financial advice and guidance. She works for Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial services firm with over $1 trillion in assets under management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
12/22/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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