Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jess? Claim Your ProfileJess Elliot Bennett is a financial advisor in Oxford, OH. Jess has been in the financial services industry since October 23, 2002. Jess is a Certified Financial Planner and has been registered with Cetera Investment Advisers LLC since December 21, 2012. Before Cetera Investment Advisers LLC, Jess worked at Lincoln Investment and Great American Advisors, Inc. Jess has passed the Series 7, Series 66, and SIE exams. Jess specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/21/2012 - Present
Cetera Investment Advisers LLC (OXFORD OH)
OH
08/02/2010 - 01/08/2013
LINCOLN INVESTMENT (OXFORD OH)
OH
10/23/2002 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (OXFORD OH)
BOTH
Issued 2/5/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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