Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ortega is a financial advisor at Eagle Wealth Strategies. Jessica has been working in the financial industry since 2010. She is registered with the state of New Jersey. Jessica is a Certified Financial Planner. Jessica can provide services such as financial planning, pension consulting, and portfolio management for individuals. Jessica is also able to provide consulting fees, selection of other advisors, and portfolio management for individuals.
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.
Consulting fees
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.
A percentage of the total value of assets under management is charged.
Consulting fee
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2
NJ
04/18/2023 - Present
Eagle Wealth Strategies (WEST DEPTFORD NJ)
NJ
07/08/2010 - 04/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST DEPTFORD NJ)
BOTH
Issued 05/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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