Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Shadrick is a financial advisor at Wells Fargo Clearing Services, LLC, located in St. Louis, Missouri. Jessica has been in the financial industry since July 13, 2017. She is licensed to provide investment advice in Missouri and Illinois. Previously, Jessica worked at Edward Jones, TD Ameritrade, Inc., and Scottrade, Inc. Jessica holds FINRA Series 63, 66, 7, 9, 10, and 24 securities licenses, as well as the SIE exam. She is registered to provide investment advice to a wide range of clients, including 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.
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.
Investment consulting services to institutional clients
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
MO
08/30/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
04/29/2019 - 08/18/2021
EDWARD JONES (ST LOUIS MO)
MO
02/26/2018 - 04/16/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/21/2017 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 10/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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