Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Mata is a financial professional who has been in the industry since 2021. Jessie is currently registered with Commonwealth Financial Network and is located in San Diego, CA. Jessie holds the SIE and Series 99TO licenses and specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
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.
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CA
03/31/2021 - Present
Commonwealth Financial Network (SAN DIEGO CA)
BC
Issued 03/31/2021
Series 99TO - Operations Professional Examination
BC
Issued 10/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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