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 Leach is a financial advisor with Cuso Financial Services, LP, registered in the states of Pennsylvania and Arizona, among others. Jessica Lynn Leach is also a Registered Investment Advisor. Jessica Lynn Leach has been active in the financial industry since 2015, having worked with several firms including Citizens Securities, Inc., Santander Securities LLC, and State Farm VP Management Corp. Jessica Lynn Leach provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
PA
05/18/2021 - Present
Cuso Financial Services, LP (Kutztown PA)
PA
01/06/2021 - 05/04/2021
CITIZENS SECURITIES, INC. (EAST NORRITON PA)
PA
09/01/2015 - 08/28/2020
SANTANDER SECURITIES LLC (POTTSTOWN PA)
PA
03/04/2015 - 06/19/2015
STATE FARM VP MANAGEMENT CORP. (BLANDON PA)
PA
06/30/2014 - 01/05/2015
CETERA INVESTMENT SERVICES LLC (POTTSTOWN PA)
IA
Issued 09/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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