Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Koczur Tufte is a financial advisor at Cetera Investment Advisers LLC. Jessica has been in the financial services industry for over 11 years. Jessica is registered with the state of California as a Registered Investment Advisor. Jessica has also been a notary public for the state of California since 2018.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CASTRO VALLEY CA)
MN
02/03/2012 - 09/12/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ST CLOUD MN)
BOTH
Issued 10/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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