Unclaimed Profile

Melissa Tsaggaris Corso

JMS CAPITAL GROUP WEALTH SERVICES, LLC·SEWICKLEY, Pennsylvania

SIE, Series 7, Series 24, Series 53, Series 63, Series 66Clean record15 years registeredJMS CAPITAL GROUP WEALTH SERVICES, LLC

417 THORN STREET, SEWICKLEY, PA 15143CRD# 2981435Firm CRD# 281325

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Tsaggaris Corso · SEWICKLEY, PA

Registration

CRD #2981435 · JMS CAPITAL GROUP WEALTH SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

JMS CAPITAL GROUP WEALTH SERVICES, LLC

Feb 2016 – present

PWA WEALTH MANAGEMENT

Jan 2011 – Jun 2017

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · January 28, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JMS CAPITAL GROUP WEALTH SERVICES, LLC

CRD 281325 · SEC 801-106661

AUM

$144M

Regulatory assets under management

Employees

407 client accounts

Services offered by JMS CAPITAL GROUP WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JMS CAPITAL GROUP WEALTH SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Melissa Tsaggaris Corso offer?

Melissa Tsaggaris Corso specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEWICKLEY, Pennsylvania for a consultation.

What are Melissa Tsaggaris Corso's credentials?

Melissa Tsaggaris Corso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Tsaggaris Corso located?

Melissa Tsaggaris Corso is based in SEWICKLEY, Pennsylvania, working with JMS CAPITAL GROUP WEALTH SERVICES, LLC. Their office serves clients in the SEWICKLEY metropolitan area and surrounding communities.

How does Melissa Tsaggaris Corso charge for services?

Melissa Tsaggaris Corso's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JMS CAPITAL GROUP WEALTH SERVICES, LLC?

JMS CAPITAL GROUP WEALTH SERVICES, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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