Unclaimed
Jessica Leto is an active Registered Representative and Investment Advisor Representative, registered in 53 states and 3 jurisdictions. Jessica joined Merrill Lynch, Pierce, Fenner & Smith Inc. in November 2015. Jessica's experience in the industry dates back to December 2015. She is qualified to provide investment advice for individuals, businesses, and institutions, and her specializations include securities, mutual funds, variable annuities, fixed annuities, and life insurance. Jessica is a graduate of the University of Pittsburgh.
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 1/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/1/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/4/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/2016
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
Not sure Jessica Leto is the right advisor for you? Invested Better is here to help.