Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ann Geiszler is a financial advisor with over 12 years of experience in the financial services industry. Jessica is currently registered with Osaic Wealth, Inc. and has held previous positions with Woodbury Financial Services, Inc. and ProEquities, Inc. Jessica holds a Series 6, Series 7, Series 63 and Series 66 licenses. Jessica specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jessica is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (FOND DU LAC WI)
WI
07/07/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
08/29/2011 - 06/27/2016
PROEQUITIES, INC. (GERMANTOWN WI)
BOTH
Issued 03/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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