Unclaimed
Jessica Bess is a financial advisor who has been in the industry since 2012. Currently, Jessica is a registered representative of Edward Jones and is licensed in Missouri. Jessica has worked at various firms, including WELLS FARGO CLEARING SERVICES, LLC, FIRST CLEARING, LLC and METLIFE SECURITIES INC. Jessica holds FINRA Series 6, 7, 63 and 65 licenses. Jessica also has a SIE license. She has 1 current client registration. Jessica has held registrations in the state of Missouri. Jessica has a total of 3 product exams and 2 state exams.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/06/2017 - Present
Edward Jones (Arnold MO)
MO
06/12/2015 - 01/04/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
10/11/2012 - 02/19/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
07/22/2011 - 04/19/2012
METLIFE SECURITIES INC. (ST. LOUIS MO)
IA
Issued 05/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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