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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Wu is an investment advisor representative who is currently registered with Morgan Stanley in Pasadena, California. Jessica Wu has been in the securities industry since July 2005 and has been registered with Morgan Stanley since June 2009. Jessica Wu has a Series 7, Series 63, and Series 66 license and is registered in 34 states for broker-dealer activity and 2 states for investment advisor activity. In addition to her work with Morgan Stanley, Jessica Wu is also an officer at J.W. Corporation, a retail handbag reseller.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/11/2014 - Present
Morgan Stanley (Pasadena CA)
CA
07/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PASADENA CA)
CA
07/27/2005 - 07/31/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PASADENA CA)
BOTH
Issued 12/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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