Unclaimed
Jessica Allen Fischer is a financial advisor with Stifel, Nicolaus & Company, Inc., and has been working in the financial services industry since June 2008. Jessica is registered in 21 states and is a Certified Financial Planner. Jessica's primary focus is on providing financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. Jessica also offers educational seminars and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
08/23/2024 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
06/26/2008 - 12/22/2008
CITIGROUP GLOBAL MARKETS INC. (ORLAND PARK IL)
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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