Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Nguyen is an investment advisor representative registered in California and Texas. Jessica is affiliated with Fisher Investments and has been with the firm since January 2016. Jessica has a Series 65 license and has been in the industry for over 8 years. Jessica specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Jessica also provides financial planning and portfolio assessment 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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/11/2023 - Present
Fisher Investments (Woodside CA)
IA
Issued 12/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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