Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Odorisio is a financial advisor at Creative Planning, a firm that manages over $175 billion in assets. Jessica has been in the financial industry since 2015 and is registered to provide investment advice in Nebraska and Texas. Jessica has a Series 7, Series 66, and SIE license. Jessica is passionate about helping individuals and families achieve their financial goals. Jessica has experience working with clients of all ages and financial backgrounds. Jessica is committed to providing her clients with personalized financial advice and guidance.
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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NE
12/20/2021 - Present
Creative Planning (Omaha NE)
NE
01/09/2020 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Omaha NE)
NE
11/17/2015 - 01/16/2020
M HOLDINGS SECURITIES, INC. (OMAHA NE)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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