Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica A. Zifer is an investment advisor representative with The Salvetti Group. Jessica has been in the financial services industry for over 17 years. She is registered to provide investment advice in California. Jessica holds the Series 66, Series 7, and SIE licenses. Jessica has a strong track record of providing investment advice and financial planning services to her clients. She is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/09/2024 - Present
THE Salvetti Group (Stockton CA)
CA
05/14/2014 - 01/25/2024
WELLS FARGO CLEARING SERVICES, LLC (MANTECA CA)
CA
09/17/2013 - 02/27/2014
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
01/05/2010 - 05/09/2013
WELLS FARGO ADVISORS, LLC (LONG BEACH CA)
CA
05/19/2006 - 12/21/2009
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
BOTH
Issued 08/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jessica Zifer is the right advisor for you? Invested Better is here to help.
