Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jess? Claim Your ProfileJess Zeiss is a financial professional with over 20 years of experience in the financial services industry. Jess has a broad range of experience having previously worked at First National Capital Markets. Jess holds the Series 7, Series 24, Series 52, Series 53, Series 63, and Series 79TO licenses as well as the SIE exam. Jess is currently registered with Northland Securities, Inc. in the states of Minnesota, Nebraska, and Utah. Jess focuses on providing financial planning and portfolio management services for individuals and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
NE
11/15/2023 - Present
Northland Securities, Inc. (Omaha NE)
NE
01/29/2002 - 12/22/2023
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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