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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 Musshafen is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Jessica Ann is a registered representative with Cambridge Investment Research Advisors, Inc. in Oklahoma and Texas and offers financial services in multiple states including Arizona, New Mexico, Ohio, Oklahoma, and Texas. Jessica Ann has been in the securities industry since January 2, 2017 and holds a Series 63, Series 65, Series 7 and SIE license. Jessica Ann previously worked with CETERA ADVISORS LLC, a different financial advisor. Jessica Ann has worked with a variety of companies including Craig D. Carter & Associates, P.C., Legacy Wealth Advisory Group, LLC, and Signal Research Group, LLC. Jessica Ann specializes in retirement planning, investments, and insurance. She can help you with your financial planning needs and make sure that your financial goals are met.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
11/25/2022 - Present
Cambridge Investment Research Advisors, Inc. (Edmond OK)
OK
06/19/2018 - 11/25/2022
CETERA ADVISORS LLC (EDMOND OK)
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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