Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Erin Stewart is a registered representative with Brokers International Financial Services, LLC. Jessica has been in the securities industry since 2014. Jessica has passed the Series 6, 63, 65, 7TO and SIE exams. Jessica has experience working with individuals, corporations or other businesses, charitable organizations and other investment advisers. Jessica's firm, Brokers International Financial Services, LLC, provides a variety of services to clients including financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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 managed by third-party advisor firms
1
2
IA
05/21/2024 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
IA
05/22/2023 - 08/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (West Des Moines IA)
IA
02/06/2014 - 05/20/2019
PFS INVESTMENTS INC. (WEST DES MOINES IA)
IA
Issued 05/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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