Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Leigh Szeflin is a financial advisor with over 20 years of experience. She joined Ameriprise Financial Services, LLC in 2022. Jessica previously worked at Cetera Investment Services LLC, First Allied Securities, Inc., Summit Brokerage Services, Inc., Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., J.P. Turner & Company, L.L.C., Guaranty Brokerage Services, Inc., BancNorth Investment Group, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, American Express Financial Advisors Inc., CitiStreet Equities LLC, and Charles Schwab & Co., Inc.. Jessica is registered to provide investment advice in Minnesota. Jessica holds Series 7, 63, 65 and 24 licenses.
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.
Asset allocation services
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.
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MN
03/22/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
08/09/2007 - 02/03/2022
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
04/09/2015 - 08/03/2018
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
04/09/2015 - 08/03/2018
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
03/25/2013 - 08/03/2018
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
03/25/2013 - 08/03/2018
CETERA ADVISORS LLC (ST CLOUD MN)
MN
03/25/2013 - 08/03/2018
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
04/09/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ST CLOUD MN)
MN
04/09/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (St. Cloud MN)
MN
04/09/2015 - 11/29/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
04/09/2015 - 11/29/2016
VSR FINANCIAL SERVICES, INC. (St. Cloud MN)
MN
04/09/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (ST. CLOUD MN)
MN
08/09/2007 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
08/09/2007 - 11/18/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
10/14/2004 - 07/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
10/14/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/26/2003 - 06/24/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/2003 - 06/24/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
08/30/2002 - 11/07/2002
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
06/02/2000 - 07/15/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
03/08/1999 - 03/24/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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