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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lorraine Elscheid is a financial advisor in Mechanicsburg, Pennsylvania. She has been in the industry since 2009 and has worked for various firms, including Raymond James Financial Services, Inc., LPL Financial LLC, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Jessica currently is an investment advisor representative at Dakota Wealth, LLC. Jessica specializes in providing financial advice to individuals, corporations, and investment companies. Her primary areas of expertise include retirement planning, estate planning, and investment management. Jessica is committed to helping her clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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2
PA
11/01/2023 - Present
Dakota Wealth, LLC (Mechanicsburg PA)
PA
04/15/2016 - 11/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mechanicsburg PA)
PA
12/12/2011 - 04/28/2016
LPL FINANCIAL LLC (ENOLA PA)
PA
06/01/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (HARRISBURG PA)
PA
03/11/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARRISBURG PA)
BOTH
Issued 06/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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