Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Conrado is a financial advisor at Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Jessica has been in the financial services industry since 2006 and holds the Series 7, Series 63, Series 99TO, and SIE licenses. Jessica has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/17/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
11/09/2006 - 03/13/2015
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/02/2006 - 03/13/2015
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (ST. PETERSBURG FL)
BC
Issued 01/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
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
Not sure Jessica Conrado is the right advisor for you? Invested Better is here to help.
