Unclaimed
Jessica Moody is a financial advisor at Northland Securities, Inc. based in Minneapolis, MN. Jessica has over 12 years of experience in the financial industry. Prior to joining Northland Securities, Inc., Jessica worked as a financial advisor at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Jessica is licensed to provide financial advice in 50 states. Jessica specializes in providing financial planning services to individuals and businesses, as well as selection of other advisors. Jessica also offers research services.
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
MN
11/18/2014 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
MN
01/03/2011 - 02/29/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
04/16/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
02/26/2008 - 03/05/2009
EDWARD JONES (RICHFIELD MN)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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