Unclaimed
Jessica Lynn Nelson is a financial professional with over two years of experience in the securities industry. She holds the Series 7, Series 63, and SIE licenses and is currently registered with Axos Clearing LLC. Jessica's background includes a previous role with Fidelity Brokerage Services LLC. Jessica's expertise and experience are focused on providing clients with comprehensive financial guidance.
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.
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.
1
2
CO
06/09/2023 - Present
Axos Clearing LLC (CENTENNIAL CO)
CO
06/03/2021 - 01/07/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 06/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jessica Nelson is the right advisor for you? Invested Better is here to help.