Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Baumgardner is a financial advisor with over 9 years of experience in the industry. Jessica is currently registered with Fifth Third Securities, Inc.. Jessica has previously been registered with KEYBANC CAPITAL MARKETS INC.. Jessica has passed the Series 63, Series 79, SIE exams. Jessica also holds the no known designation. Jessica specializes in 1, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/15/2017 - Present
Fifth Third Securities, Inc. (CLEVELAND OH)
OH
10/19/2015 - 07/26/2017
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 12/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Baumgardner is the right advisor for you? Invested Better is here to help.
