Unclaimed
Jessica Stofko is a financial advisor at Fidelity Personal And Workplace Advisors in Cranberry Township, PA. Jessica has been in the financial services industry since 2015. Jessica has a Series 7, Series 66 and SIE licenses. Jessica is also a Certified Financial Planner. Jessica is registered to provide investment advice in California, Florida, Georgia, Indiana, Louisiana, Maine, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, Texas, Virginia and West Virginia. Jessica's office is located at 2060 MACKENZIE WAY in Cranberry Township, PA.
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.
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.
1
2
PA
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (CRANBERRY TOWNSHIP PA)
OH
10/20/2015 - 05/24/2021
AMERIPRISE FINANCIAL SERVICES, LLC (CORTLAND OH)
BOTH
Issued 08/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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