Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Elizabeth Kienle is a financial advisor with over 15 years of experience in the industry. Jessica is currently registered with Charles Schwab & Co., Inc. and has previously been registered with TD Ameritrade, Inc., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Fidelity Brokerage Services LLC, FS2 CAPITAL PARTNERS, LLC, SEI INVESTMENTS DISTRIBUTION CO., J.P. MORGAN SECURITIES LLC, SAGEPOINT FINANCIAL, INC., and DIRECTED SERVICES LLC. Jessica is a Series 6, 7, 63, and 65 licensed advisor and holds the Securities Industry Essentials Examination (SIE) designation. Jessica provides financial planning and investment advisory services to individuals and businesses and participates in the Charles Schwab & Co., Inc. wrap fee program and referral programs. Jessica is also a volunteer board member for the West Chester University Foundation.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
10/14/2020 - Present
Charles Schwab & CO., Inc. (Boca Raton FL)
NE
07/27/2021 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
PA
09/20/2018 - 01/16/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (RADNOR PA)
PA
02/11/2015 - 08/15/2018
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
PA
05/23/2014 - 01/28/2015
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
PA
03/01/2011 - 05/27/2014
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
DE
11/01/2010 - 02/16/2011
J.P. MORGAN SECURITIES LLC (NEWARK DE)
AZ
08/20/2010 - 09/24/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/22/2005 - 05/06/2010
DIRECTED SERVICES LLC (PHOENIX AZ)
IA
Issued 10/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/9/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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