Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Wdowiak is a financial advisor at U.S. Bancorp Investments, Inc. in Temecula, California. Jessica has been in the financial services industry since October 13, 2022. Jessica holds the Series 63, Series 6TO, and SIE licenses. Jessica is also registered with FINRA and the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
01/30/2023 - Present
U.s. Bancorp Investments, Inc. (Temecula CA)
CA
10/14/2022 - 02/22/2023
UNIONBANC INVESTMENT SERVICES, LLC (ESCONDIDO CA)
BC
Issued 11/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jessica Wdowiak is the right advisor for you? Invested Better is here to help.
