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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Urbanski is a financial advisor with Morgan Stanley. Jessica has been in the industry since 2000 and has held positions at several firms, including Wachovia Securities, LLC and SunTrust Securities, Inc. Jessica is a registered representative with both FINRA and the state of Colorado. She has a Series 7, Series 6, Series 63 and Series 65 license, in addition to a Securities Industry Essentials (SIE) certification. Jessica has a strong understanding of the financial markets and provides investment advice and financial planning services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
05/23/2022 - Present
Morgan Stanley (Greenwood Village CO)
CO
01/26/2016 - 09/02/2020
MORGAN STANLEY (GREENWOOD VILLAGE CO)
MO
03/19/2004 - 09/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
GA
09/20/2000 - 12/03/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 02/12/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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