Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Marlowe is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jessica has been working in the financial industry for over 10 years. Jessica has offices in Albuquerque, NM. Jessica is registered with the state of New Mexico as an investment advisor representative (IAR) and a broker-dealer (BD). Jessica has passed the Series 63, Series 65, Series 7 and SIE exams. Jessica works with a variety of clients including individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, insurance companies, and banking or thrift institutions. Jessica's areas of specialization include asset allocation, investment management, retirement planning, estate planning and insurance planning.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
09/01/2016 - Present
Wells Fargo Clearing Services, LLC (ALBUQUERQUE NM)
NM
05/29/2014 - 07/06/2016
MID ATLANTIC CAPITAL CORPORATION (Albuquerque NM)
NM
09/16/2013 - 06/04/2014
AMERITAS INVESTMENT CORP. (ALBUQUERQUE NM)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jessica Marlowe is the right advisor for you? Invested Better is here to help.
