Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Randy Bernowitz is a registered representative with Morgan Stanley. Jessica has been in the securities industry since 1996 and has worked at a variety of firms including J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Kirlin Securities Inc. Jessica is currently registered in 53 states and the District of Columbia and holds Series 6, 7, 63 and 66 securities licenses. Jessica offers a variety of financial services including financial planning, asset allocation advice, pension consulting, portfolio management for individuals, businesses, and investment companies, 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.
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
FL
02/28/2020 - Present
Morgan Stanley (Palm Beach FL)
FL
12/18/2014 - 03/03/2020
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
NY
01/28/2003 - 10/10/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/15/1996 - 04/06/2001
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
01/22/1986 - 02/21/1996
GOLDMAN CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NA
01/10/1985 - 03/05/1986
SHEARSON LEHMAN BROTHERS INC.
NA
02/01/1984 - 11/20/1984
INDIVIDUAL'S SECURITIES LTD.
NA
10/07/1983 - 02/09/1984
FIRST INVESTORS CORPORATION
BOTH
Issued 03/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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