Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Tse is a financial professional registered with Goldman Sachs & Co. LLC. Jessica Tse has over 10 years of experience in the financial industry. Jessica Tse holds multiple licenses, including Series 63, Series 50, Series 79 and Series 52. Jessica Tse is registered in 53 states and the District of Columbia. Jessica Tse specializes in various financial products and services, including securities, investment banking, and municipal advising. Jessica Tse also provides financial planning and portfolio management services for both individuals and businesses.
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.
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.
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.
Execution charges, custody, management fee
1
2
CA
10/19/2015 - Present
Goldman Sachs & Co. LLC (LOS ANGELES CA)
CA
05/03/2013 - 09/25/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 07/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/11/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/02/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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