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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 Palatucci is a financial advisor at Ameriprise Financial Services, LLC. Jessica has been in the industry since 2006. She is licensed to provide financial advice in New Jersey, North Carolina and Texas. Jessica is a Series 66, 24, 10, 9, SIE and Series 7 licensed advisor. Jessica previously worked at Charles Schwab & Co., Inc. and Ameriprise Financial Services, Inc.. Jessica has experience working with various client types, including high net worth individuals, corporations, trusts/estates, and charitable organizations. Jessica offers a variety of advisory services including asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals. Jessica is also a co-owner of a business that will be used for the flow through of the business expenses within her Ameriprise business.
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.
Asset allocation services
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
NJ
06/01/2021 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
NJ
11/19/2009 - 02/23/2015
CHARLES SCHWAB & CO., INC. (PARAMUS NJ)
NJ
07/15/2008 - 11/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
05/24/2006 - 07/02/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PARAMUS NJ)
BOTH
Issued 08/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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