Unclaimed
Jessica Horst is an investment advisor representative with Fidelity Personal and Workplace Advisors in Germantown, Tennessee. Jessica has over 12 years of experience in the financial services industry, having previously worked with Cambridge Investment Research, Inc., LPL Financial LLC, Spire Securities, LLC, Morgan Stanley Smith Barney, Banc of America Investment Services, Inc., State Farm VP Management Corp., and Wells Fargo Investments, LLC. Jessica is licensed to provide investment advice in 24 states and is registered with the Financial Industry Regulatory Authority (FINRA). She holds Series 63, 66, 7, 31, and SIE licenses. Jessica focuses on providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
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.
1
2
TN
09/14/2021 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)
TN
11/11/2013 - 12/26/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Collierville TN)
NV
09/28/2012 - 12/03/2013
LPL FINANCIAL LLC (HENDERSON NV)
NV
12/02/2011 - 09/28/2012
SPIRE SECURITIES, LLC (HENDERSON NV)
NV
10/09/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (HENDERSON NV)
TX
06/15/2007 - 05/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
NV
01/03/2007 - 02/27/2007
STATE FARM VP MANAGEMENT CORP. (LAS VEGAS NV)
NV
09/25/2006 - 10/31/2006
WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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