Unclaimed
Jessica Dejager is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the industry since 2001 and is registered with both FINRA and the state of Michigan. Jessica's current firm is Merrill Lynch, Pierce, Fenner & Smith Inc., but she has previously worked with several other firms including UBS Financial Services Inc. and WELLS FARGO ADVISORS, LLC. Jessica specializes in providing financial advice to individuals, businesses, and investment companies. Jessica has passed the Series 7, Series 63, and Series 65 exams. Jessica's focus on providing financial advice to clients and understanding their individual needs makes her a valuable advisor.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
04/05/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GRAND RAPIDS MI)
MI
10/07/2010 - 03/14/2011
WELLS FARGO ADVISORS, LLC (GRAND RAPIDS MI)
IL
08/14/2007 - 09/10/2010
UBS FINANCIAL SERVICES INC. (NAPERVILLE IL)
MI
01/27/2006 - 06/26/2007
THE HUNTINGTON INVESTMENT COMPANY (GRAND RAPIDS MI)
MI
11/29/2004 - 09/05/2006
HUNTINGTON CAPITAL CORP. (GRAND RAPIDS MI)
CT
07/27/2004 - 11/02/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
02/08/2002 - 08/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/31/2001 - 01/31/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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