Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Best is a financial advisor at UBS Financial Services Inc. based in Boca Raton, FL. Jessica has been in the industry since May 2016 and holds a Series 6, 7, 9, 10, 63, and 66 license. Jessica has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She specializes in financial planning, portfolio management, and retirement planning. Prior to joining UBS Financial Services Inc., Jessica worked at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc.
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.
See schedule d - miscellaneous
1
2
FL
07/25/2024 - Present
UBS Financial Services Inc. (BOCA RATON FL)
FL
06/07/2022 - 05/15/2024
FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)
FL
02/24/2016 - 04/29/2022
CHARLES SCHWAB & CO., INC. (Boca Raton FL)
CO
09/21/2015 - 10/21/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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