Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Vanessa Valera is a financial advisor at Raymond James & Associates, Inc., with over 20 years of experience in the industry. Jessica has held prior positions at several well-known financial institutions, including HSBC Securities (USA) Inc. and Morgan Stanley DW Inc. Jessica holds FINRA Series 7, 24, 31, and 66 licenses, as well as several state registrations. Jessica provides financial planning, portfolio management, and educational seminars to individuals, businesses, and retirement plans. Jessica also holds a real estate license and works as a real estate agent for Universal 1 Realty.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/16/2018 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
09/30/2013 - 09/11/2018
SAFRA SECURITIES LLC (AVENTURA FL)
FL
01/01/2005 - 07/23/2013
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
02/07/2002 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
04/16/2001 - 08/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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