Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Heckel is a financial advisor at UBS Financial Services Inc. with 10 years of experience in the industry. Jessica is registered with FINRA as a registered representative (Series 7, 7TO, 66 & SIE) and holds the Series 24 license. She specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jessica is also a registered investment advisor in California.
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
TX
08/20/2021 - Present
UBS Financial Services Inc. (Houston TX)
MO
05/25/2021 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
04/14/2011 - 06/18/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
01/07/2010 - 01/27/2011
EDWARD JONES (HOUSTON TX)
BOTH
Issued 08/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2010
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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