Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Rae Palmer is a financial advisor with over 20 years of experience in the industry. Jessica currently works with Stratos Wealth Partners, Ltd. Jessica is registered to provide investment advice in multiple states, including Ohio, Texas, and California. Jessica holds the Series 66, Series 7, and the SIE. Jessica's prior experience includes working at Morgan Stanley, Merrill Lynch, and Prudential Securities. Jessica focuses on providing financial planning, portfolio management, and pension consulting. Jessica also offers educational seminars and services to help select other advisors. Jessica works with a variety of clients, including individuals, businesses, charitable organizations, and high-net-worth individuals. Jessica is committed to helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
09/05/2023 - Present
Stratos Wealth Partners, Ltd. (Hudson OH)
OH
03/22/2013 - 09/22/2023
MORGAN STANLEY (Akron OH)
OH
04/26/2002 - 03/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
NY
11/17/2000 - 04/09/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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