Unclaimed
Jessica Ziegelbauer is a financial advisor with First Command Advisory Services. Jessica has been in the industry since 2007 and is registered to provide investment advice in 10 states. She holds multiple licenses and certifications including Series 6, Series 63, Series 65, and SIE. Jessica has extensive experience working with individual clients, helping them to develop and implement financial plans to reach their goals. She is also licensed to provide financial planning services to businesses and charitable organizations.
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.
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
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
BC
Issued 05/14/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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