Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Beck is a registered representative with Wells Fargo Clearing Services, LLC. She has been in the financial industry since October 31, 2010, and has worked with Wells Fargo Advisors LLC since August 2009. Jessica holds Series 7, 9, 10, and 66 securities licenses. She is registered with the states of Arizona and Ohio. Jessica provides investment advisory services to a variety of clients, including individuals, families, businesses, and institutions. Jessica's goal is to help her clients achieve their financial goals by providing them with personalized advice and investment strategies. She is committed to building long-term relationships with her clients and helping them make informed decisions about their finances.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/10/2012 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
BOTH
Issued 11/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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