Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Dawn Wertz is a financial professional with over 15 years of experience in the financial industry. Jessica is currently registered with Charles Schwab & CO., Inc. and offers a range of financial services including financial planning and investment management. Jessica is also a registered Investment Advisor Representative in California. Prior to joining Charles Schwab, Jessica worked at TD Ameritrade, Inc. and Fidelity Brokerage Services LLC. Jessica holds Series 7, 6, 63, and 65 licenses and the SIE exam certification.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
09/13/2019 - Present
Charles Schwab & CO., Inc. (Sacramento CA)
CA
06/05/2022 - 07/29/2024
TD AMERITRADE, INC. (Sacramento CA)
CA
01/01/2008 - 08/23/2012
FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)
TX
12/05/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 02/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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