Unclaimed
Jessica Wasserman Hall is a financial advisor with Raymond James & Associates, Inc., headquartered in Birmingham, Alabama. Jessica has been in the financial services industry since November 2004, with experience at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Jessica is registered to provide investment advice in Alabama and Texas. She holds Series 6, 7 and 63 licenses. Jessica is also a member of the Finance/Investment Committee for Grace, a United Methodist Congregation, which is a non-profit organization.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AL
09/28/2021 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
05/16/2013 - 07/26/2021
BBVA SECURITIES INC. (HOOVER AL)
AL
11/16/2004 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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