Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Niles is a financial advisor at Janney Montgomery Scott LLC, based in Saratoga Springs, NY. Jessica has been in the industry since December 2013, and has extensive experience in financial planning and portfolio management. Jessica is registered with FINRA and the state of New York. Jessica has a strong track record of success in helping clients achieve their financial goals. Prior to joining Janney Montgomery Scott LLC, Jessica was a financial advisor at Morgan Stanley. Jessica is committed to providing her clients with personalized financial advice and guidance.
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.
Fee plus commission
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NY
04/21/2021 - Present
Janney Montgomery Scott LLC (SARATOGA SPRINGS NY)
NY
12/18/2013 - 09/15/2015
MORGAN STANLEY (SARATOGA SPRINGS NY)
BOTH
Issued 01/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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