Unclaimed
Jessica Brooks is a financial advisor who is registered with Stratos Wealth Partners, LTD. She has been in the industry for over 10 years and is licensed in several states. Jessica has a strong track record of success in helping her clients reach their financial goals. She is committed to providing her clients with personalized financial advice and services that are tailored to their individual needs. She has experience in a variety of financial planning areas, including retirement planning, college savings, and estate planning. Jessica is also a registered investment advisor representative, which means she is qualified to provide investment advice. If you are looking for a financial advisor to help you reach your financial goals, Jessica Brooks is a great option.
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.
Percentage of assets under management with third party managers
1
2
UT
03/27/2019 - Present
Stratos Wealth Partners, Ltd. (OGDEN UT)
BOTH
Issued 02/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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