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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ann Henricksen is an active investment advisor representative in Pennsylvania with Principal Asset Management. Jessica Henricksen has been in the industry since 2002, having previously worked at Principal Securities, Inc. Jessica Henricksen offers advisory services for individual, business and pooled investment vehicles and has a strong track record of success in providing portfolio management, financial planning, and investment advice. Jessica Ann Henricksen has earned several professional designations and holds the Series 66, Series 7, Series 99, and SIE licenses.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
PA
06/24/2022 - Present
Principal Asset Management (Newtown PA)
IA
03/28/2018 - 11/09/2020
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
02/02/2001 - 05/01/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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