Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessy? Claim Your ProfileJessy S. Mogro is a registered investment advisor representative with Snowden Capital Advisors LLC. Jessy has been in the financial services industry since December 14, 2003. Jessy has experience with J.P. Morgan Securities LLC, WELLS FARGO CLEARING SERVICES, LLC, and Snowden Lane Partners. Jessy holds FINRA Series 63, 65, 7, and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
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NY
05/28/2021 - Present
Snowden Capital Advisors LLC (New York NY)
NY
09/11/2018 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 09/17/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/15/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 03/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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