Unclaimed
Jessica B Debold is a financial advisor with Goldstone Financial Group, LLC. Jessica is a Certified Financial Planner. Jessica has been in the financial services industry for 17 years and specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Jessica is currently registered with the state of Illinois. Jessica previously worked at AXA ADVISORS, LLC and Buckingham Financial Group, Inc. Jessica has a Series 7 and Series 66 license.
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.
A percentage of the total value of assets under management is charged.
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IL
08/06/2023 - Present
Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)
OH
09/29/2006 - 09/04/2012
AXA ADVISORS, LLC (WILMINGTON OH)
BOTH
Issued 10/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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