Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Christiansen is a financial professional with over 23 years of experience in the industry. Jessica currently holds a Series 63, Series 7, and Series 24 license and has been a Registered Representative since 2000. Jessica works at Osaic Wealth, Inc. and is also licensed as an Investment Advisor Representative in Oregon. Prior to Osaic Wealth, Inc., Jessica worked at Securities America, Inc. and KMS Financial Services, Inc. in Oregon. Jessica Christiansen is also a Chartered Financial Consultant. Jessica has served clients in a variety of capacities including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, businesses, and charitable organizations. Jessica Christiansen is committed to providing clients with personalized financial advice and services tailored to their specific needs.
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
OR
06/14/2024 - Present
Osaic Wealth, Inc. (Portland OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Portland OR)
OR
07/31/2009 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Portland OR)
OR
06/30/2000 - 07/31/2009
MUTUAL SERVICE CORPORATION (TUALATIN OR)
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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