Unclaimed
Jessica Lupovici is a financial professional with over 24 years of experience in the industry. Currently, Jessica is a registered representative of Wells Fargo Securities, LLC. Jessica has extensive experience and knowledge of the financial markets, having previously worked at Goldman, Sachs & Co. and passing several industry exams, including Series 7, 24, 63, 79TO and SIE. Jessica's expertise covers a wide range of financial products and services, and she is committed to providing clients with personalized advice and guidance.
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.
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.
1
2
NY
10/24/2022 - Present
Wells Fargo Securities, LLC (New York NY)
NY
03/17/1998 - 07/23/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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