Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Hargrett is a financial advisor with Polen Capital Management, LLC, located in Boca Raton, FL. Jessica is registered as a Registered Representative and Investment Advisor Representative with the state of Florida. Jessica has been in the financial services industry since 2015. Jessica is also registered as an Investment Advisor Representative with the state of Massachusetts. Previously, Jessica worked at UBS Financial Services Inc. in Atlanta, GA. Jessica holds the Series 66, Series 7, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/27/2020 - Present
Polen Capital Management, LLC (Boca Raton FL)
GA
02/23/2015 - 06/26/2019
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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