Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lynn Hughes is a financial advisor at Avantax Advisory Services. Jessica has been in the financial industry since 2005. She holds Series 66 and 65 licenses and is registered to provide investment advice in California. Jessica is also registered as a Registered Representative in California, Florida, Georgia, and Texas. Jessica has experience providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/08/2018 - Present
Avantax Advisory Services (Castro Valley CA)
MN
02/04/2003 - 04/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/2003 - 04/10/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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