Jessica BedellCRD Number: 5374616
Current Firm: Ubs Financial Services Inc.
Jessica Bedell (CRD# 5374616) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lexington, KY and has over 8 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Ubs Financial Services, Inc.||Cincinnati, OH||Jun 2007 - Current||10|
|Manpower||Cincinnati, OH||Mar 2007 - May 2007||< 1|
|Unemployed||Cincinnati, OH||Jan 2007 - Feb 2007||< 1|
|University Of Cincinnati||Cincinnati, OH||Jan 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV