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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 Lynn Cole is a financial advisor with Osaic Wealth, Inc., a registered investment advisor headquartered in Scottsdale, Arizona. Jessica has been in the financial services industry since 2005 and has a broad range of experience. Jessica is licensed to provide financial and investment advice in several states, including Connecticut, Florida, Maine, Massachusetts, New Hampshire, Rhode Island, Texas, and Virginia. Jessica's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. She is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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2
MA
09/01/2023 - Present
Osaic Wealth, Inc. (MARLBOROUGH MA)
MA
11/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MARLBOROUGH MA)
MA
08/29/2012 - 11/29/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
MA
01/06/2010 - 09/11/2012
ONEAMERICA SECURITIES, INC. (FRAMINGHAM MA)
MA
10/27/2005 - 01/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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