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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 Engebretsen is a financial advisor at Longview Wealth Management. Jessica has been in the industry since 2011. Jessica is registered with the state of Georgia and holds the Series 7, Series 63, and SIE exams. Jessica is also a Certified Financial Planner. Jessica specializes in providing financial advice to individuals and families.
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.
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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GA
07/03/2014 - Present
Longview Wealth Management (Atlanta GA)
GA
07/28/2011 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
BC
Issued 09/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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