Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Hardy is a registered investment advisor representative with Cetera Investment Advisers LLC. Jessica has been in the financial services industry since 2005. Jessica holds Series 6, 7, 63 and 66 licenses and is registered in 20 states. Jessica is experienced in providing financial planning services to individuals and businesses. Jessica is also experienced in portfolio management for individuals and businesses. Jessica is committed to providing her clients with personalized financial advice and services. Jessica is also the owner of a DBA for Cetera business called Pushpin Financial.
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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CA
06/19/2019 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
08/05/2005 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 8/4/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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