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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Catherine Scott is a financial professional with over 10 years of experience in the industry. Jessica is currently registered with Osaic Wealth, Inc. in Texas and has been with the firm since September 2023. Jessica specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. Jessica holds Series 7TO, SIE, 24, and 66 licenses. Prior to joining Osaic Wealth, Inc., Jessica was employed with SAGEPOINT FINANCIAL, INC. from September 2018 to September 2023. Jessica has a demonstrated history of providing exceptional client service and achieving positive results.
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.
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2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
04/22/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
BOTH
Issued 07/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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