Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Luchan is a registered representative with Wells Fargo Advisors Financial Network, LLC in Fort Myers, Florida. Jessica has over 8 years of experience in the financial services industry. Jessica has held previous roles at UBS Financial Services Inc. and J.P. Morgan Securities LLC. Jessica holds the Series 7, Series 6, and SIE licenses. Jessica specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
10/28/2019 - 08/05/2022
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (FORT MYERS FL)
FL
05/04/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT MYERS FL)
BC
Issued 10/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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