Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lynn Fontaine is a financial advisor with Cadaret, Grant & CO., Inc. and Western International Securities, Inc. Jessica holds the Series 7, Series 66 and Series 26 licenses. Jessica is registered with the state of New York. Jessica is currently employed with Cadaret, Grant & CO., Inc. and Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., SCF Securities, Inc. and Sorrento Pacific Financial, LLC. Jessica is experienced in providing financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/01/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
MD
11/13/2019 - 06/07/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
NJ
06/18/2014 - 10/25/2019
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
MD
10/11/2011 - 06/17/2014
MORGAN STANLEY (BALTIMORE MD)
BOTH
Issued 05/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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