Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Craig is an investment advisor representative registered with Osaic Wealth, Inc., a registered investment advisor based in Scottsdale, Arizona. Jessica has been in the financial services industry since 2006 and has a diverse background in financial services. Jessica holds Series 6, 7, 63 and 66 licenses, and has a broad understanding of financial products and services. Jessica specializes in financial planning, investment management, and retirement planning. Jessica is dedicated to helping individuals and families achieve their financial goals.
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.
1
2
TN
01/19/2024 - Present
Osaic Wealth, Inc. (BRENTWOOD TN)
TN
11/01/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
12/16/2006 - 11/16/2007
WILEY BROS.-AINTREE CAPITAL, LLC (BRENTWOOD TN)
TN
11/21/2006 - 12/18/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (FRANKLIN TN)
TN
01/13/2006 - 11/03/2006
FIFTH THIRD SECURITIES, INC. (FRANKLIN TN)
BOTH
Issued 04/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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