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Jessica Benningsdorf is a financial advisor with World Investment Advisors, LLC. Jessica Benningsdorf has been working in the financial industry since 2015. Jessica Benningsdorf is licensed in Colorado and has experience working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Jessica Benningsdorf offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jessica Benningsdorf is also a registered investment advisor representative with AssuredPartners Investment Advisors.
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.
1
2
CO
06/12/2024 - Present
World Investment Advisors, LLC (Denver CO)
CO
02/10/2017 - 05/15/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
04/28/2015 - 11/29/2016
MML INVESTORS SERVICES, LLC (DENVER CO)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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