Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Stunda is a financial advisor with Osaic Wealth, Inc. based in West Chester, PA. Jessica has been in the industry since 2006, providing financial advice and portfolio management services to individuals, businesses, and retirement plans. Jessica holds the Series 6, Series 63, Series 65, and SIE licenses, and is registered in Pennsylvania. Jessica is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.
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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2
PA
01/01/2021 - Present
Osaic Wealth, Inc. (WEST CHESTER PA)
NJ
07/26/2006 - 12/31/2010
WRP INVESTMENTS, INC. (NORTHFIELD NJ)
NY
11/04/2002 - 02/10/2003
MCGINN, SMITH & CO., INC. (ALBANY NY)
BC
Issued 05/25/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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