Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jasmyn? Claim Your ProfileJasmyn Bettina Vickery is a financial professional with experience in the industry. Jasmyn is currently registered with Corient and has previously worked with Northwestern Mutual Investment Services, LLC. Jasmyn holds the Series 63, Series 7TO, and SIE licenses and is a Certified Financial Planner. Jasmyn is also a mentor for 3rd Decade and a volunteer for Savvy Ladies. Jasmyn has a broad background in financial planning, portfolio management, and pension consulting. Jasmyn can help clients with their financial needs.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
03/24/2023 - Present
Corient (Chicago IL)
VA
05/21/2020 - 03/13/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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