Unclaimed
Jessica Marie Vanskiver is a financial advisor registered with Raymond James & Associates, Inc. Jessica has been active in the financial services industry since 2007. Prior to joining Raymond James & Associates, Inc. Jessica was an investment advisor with KEY INVESTMENT SERVICES LLC and HSBC SECURITIES (USA) INC., as well as AXA ADVISORS, LLC. Jessica specializes in providing financial advice to individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, banking or thrift institutions, and state or municipal government entities.
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
NY
05/03/2019 - Present
Raymond James & Associates, Inc. (ROCHESTER NY)
NY
07/11/2012 - 05/21/2019
KEY INVESTMENT SERVICES LLC (WEBSTER NY)
NY
03/17/2009 - 07/11/2012
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
07/11/2007 - 02/04/2009
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 07/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
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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