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 Satorie is a financial advisor with over 17 years of experience in the industry. Jessica is currently registered with Charles Schwab & Co., Inc. and TD Ameritrade Clearing, Inc. and has previously worked at TD Ameritrade, Inc. and Ameritrade, Inc.. Jessica holds the Series 4, 7, 24, and 66 licenses. Jessica's clients include individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
01/26/2022 - Present
Charles Schwab & CO., Inc. (Bridgewater NJ)
NE
04/22/2006 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
07/08/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 3/7/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/25/2010
Series 4 - Registered Options Principal Examination
BC
Issued 6/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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