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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 Vaughan Birkins is a financial advisor with Morgan Stanley. Jessica has been in the financial services industry since February 19, 2011, and has been registered with Morgan Stanley since December 4, 2017. Prior to joining Morgan Stanley, Jessica worked at Eaton Vance Distributors, Inc. Jessica is licensed to provide investment advice in Connecticut and Massachusetts. Jessica holds Series 6, 7, 63, and 66 licenses. She also holds the SIE exam credential. Jessica is a Certified Financial Planner.
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
MA
12/04/2017 - Present
Morgan Stanley (Boston MA)
MA
01/25/2011 - 11/07/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 07/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2011
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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