Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Martin is a financial advisor with Stifel Independent Advisors, LLC. She has been in the financial industry for over 10 years and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Jessica is registered with the state of Illinois and has passed the Series 7TO, SIE, and Series 66 exams. She is committed to helping her clients achieve their financial goals. Jessica is also a volunteer board member for Lake Forrest Homeowners Association and Holy Family School Board.
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.
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IL
01/17/2024 - Present
Stifel Independent Advisors, LLC (JOLIET IL)
IL
01/23/2023 - 01/31/2024
LPL FINANCIAL LLC (JOLIET IL)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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