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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 Greenig is a financial advisor currently registered with Osaic Wealth, Inc. in Woodbury, Minnesota. Jessica has been in the financial industry since October 2007. Jessica holds a Series 6, Series 7, Series 63 and Series 65 licenses. Prior to Osaic Wealth, Inc. Jessica worked at Woodbury Financial Services, Inc., and U.S. Bancorp Investments, Inc.. Jessica specializes in financial planning, pension consulting, and portfolio management.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (WOODBURY MN)
MN
01/21/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
01/24/2011 - 02/03/2012
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
10/01/2007 - 01/04/2011
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
IA
Issued 03/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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