Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lynne Kartzinel is a financial advisor registered with UBS Financial Services Inc. Jessica has been in the industry since 1994 and has a broad range of experience. Jessica holds a Series 63, Series 65, Series 7 and Series 31 licenses and is registered in numerous states across the US. Prior to joining UBS, Jessica was with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
10/11/2011 - Present
UBS Financial Services Inc. (HENDERSON NV)
NV
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (HENDERSON NV)
NV
08/17/1994 - 04/02/2007
MORGAN STANLEY DW INC. (HENDERSON NV)
IA
Issued 09/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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