Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Michele Kushner is a registered representative and investment advisor representative, with over 13 years of experience in the financial services industry. Jessica is currently employed by Manning & Napier Advisors, LLC. Previously, Jessica was employed by DEUTSCHE BANK SECURITIES INC. and H. BECK, INC.. Jessica holds a Series 66 license, as well as Series 10, Series 9, Series 24, SIE and Series 7. Jessica specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
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2
NY
07/29/2021 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
MD
12/12/2008 - 08/19/2011
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
MD
05/26/2008 - 12/02/2008
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 04/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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