Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lea Roberts is a financial advisor with Northwestern Mutual Investment Services, LLC in Coralville, Iowa. Jessica has been in the industry since April 2018 and holds Series 6, 7TO, 26 and 63 securities licenses. Jessica's firm, Northwestern Mutual Investment Services, LLC, is a large financial services firm headquartered in Milwaukee, Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
04/02/2018 - Present
Northwestern Mutual Investment Services, LLC (CORALVILLE IA)
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Roberts is the right advisor for you? Invested Better is here to help.
