Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Daniel is a registered representative with Stifel, Nicolaus & Company, Inc.. Jessica is a licensed representative in 37 states and has been in the industry since July 1, 2021. Jessica has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE) and the Uniform Combined State Law Examination (Series 66). Jessica is a specialist in several areas, including retirement planning, investments, and insurance. She has experience working with individuals, families, and businesses. Jessica is committed to providing her clients with personalized financial advice and services that meet their unique needs.
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
IL
02/03/2022 - Present
Stifel, Nicolaus & Company, Inc. (EDWARDSVILLE IL)
BOTH
Issued 09/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials 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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