Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Brandt is a financial advisor with Stifel, Nicolaus & Company, Inc. Jessica has been in the financial services industry since January 3, 2009. Jessica is registered with the state of Minnesota and holds the Series 7, Series 63, and SIE securities licenses. Jessica has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jessica previously worked with VALIC Financial Advisors, Inc., and Stifel, Nicolaus & Company, Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
09/25/2014 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
TX
03/03/2014 - 09/19/2014
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
MN
03/05/2008 - 05/06/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GOLDEN VALLEY MN)
BC
Issued 07/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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