Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Applegate is a financial advisor with Raymond James & Associates, Inc. Jessica has been in the financial services industry since 2011 and holds both Series 7 and Series 63 licenses. Jessica has a strong track record of helping clients reach their financial goals. She has been recognized for her expertise in investment management, financial planning, and retirement planning. Jessica provides a range of services to her clients, including: portfolio management, retirement planning, investment advice, and financial planning. Jessica is passionate about helping her clients achieve their financial goals and build a secure future. Jessica is committed to providing her clients with the highest level of service and expertise.
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.
Please see note in schedule d - miscellaneous
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
KY
07/26/2022 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
07/17/2014 - 07/06/2022
MORGAN STANLEY (Louisville KY)
KY
01/19/2011 - 07/18/2014
WELLS FARGO ADVISORS, LLC (LOUISVILLE KY)
IA
Issued 10/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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