Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Everitt is a financial advisor with over 20 years of experience in the industry. Jessica is currently registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 31, Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing Services, LLC, Jessica worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Wachovia Securities, LLC.
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.
1
2
TX
04/26/2019 - Present
Wells Fargo Clearing Services, LLC (SOUTHLAKE TX)
TX
06/01/2009 - 04/30/2019
MORGAN STANLEY (ARLINGTON TX)
TX
10/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ARLINGTON TX)
TX
12/01/2003 - 10/19/2007
WACHOVIA SECURITIES, LLC (FORT WORTH TX)
NJ
11/22/2000 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 08/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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