Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Ann Brick is a financial advisor with Raymond James Financial Services Advisors, Inc. Jackie has over 20 years of experience in the financial services industry. Jackie is registered to offer securities and investment advisory services in 26 states. Jackie also provides investment advice to 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/05/2020 - Present
Raymond James Financial Services Advisors, Inc. (Willoughby Hills OH)
OH
04/11/2000 - 04/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
OH
03/07/2000 - 04/06/2000
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jackie Brick is the right advisor for you? Invested Better is here to help.
