Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Young is an active broker-dealer professional in the financial services industry. Jessica is registered in 53 states and has been in the industry since 2010. Jessica specializes in offering comprehensive financial planning and investment advisory services to individuals, families, and businesses. Jessica is affiliated with Morgan Stanley and has a strong reputation for providing personalized and tailored solutions to meet clients' financial goals.
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
08/23/2022 - Present
Morgan Stanley (San Francisco CA)
AZ
06/08/2010 - 07/02/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2010
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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