Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lee Liska is a financial advisor with Associated Investment Services, Inc. Jessica has been in the financial industry since 2002 and has a wide range of experience working with clients of all types, including individuals, families, businesses, and charitable organizations. Jessica is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs. She specializes in helping clients with their retirement planning, college savings, and estate planning needs. Jessica is registered with the Securities and Exchange Commission (SEC) and holds a number of professional designations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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WI
05/20/2010 - Present
Associated Investment Services, Inc. (APPLETON WI)
WI
02/27/2009 - 04/27/2010
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
02/03/2006 - 09/02/2008
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
02/03/2006 - 09/02/2008
SII INVESTMENTS, INC. (APPLETON WI)
WI
05/09/2005 - 01/04/2006
KCD FINANCIAL, INC. (GREEN BAY WI)
MN
10/22/2001 - 04/19/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 12/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/25/2005
Series 4 - Registered Options Principal Examination
BC
Issued 09/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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