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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Anderson is a financial advisor with UBS Financial Services Inc. Jessica has been in the financial industry since 1986 and is registered in multiple states. Jessica specializes in a variety of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Jessica is also a Certified Financial Planner. Prior to working at UBS, Jessica worked at CITIGROUP GLOBAL MARKETS INC. and Dean Witter Reynolds Inc. Jessica has a strong track record of helping clients reach their financial goals.
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.
See schedule d - miscellaneous
1
2
VT
03/19/2009 - Present
UBS Financial Services Inc. (RUTLAND VT)
VT
09/03/1999 - 04/08/2009
CITIGROUP GLOBAL MARKETS INC. (RUTLAND VT)
NY
12/26/1986 - 09/13/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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