Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Kuo Demartino is a financial professional with over nine years of experience in the industry. Jessica is currently registered with Charles Schwab & Co., Inc. and holds Series 7, Series 24, Series 57TO, and Series 63 licenses. Prior to joining Charles Schwab, Jessica was employed with TD Ameritrade, Inc. Jessica's areas of specialization include financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/19/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
05/24/2013 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 09/03/2020
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jessica Demartino is the right advisor for you? Invested Better is here to help.
