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 Schulberg is a financial advisor with LPL Financial LLC. Jessica has been in the financial services industry since January 2003. Jessica is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative. Jessica has passed the Series 6, Series 7, Series 63, and Series 65 exams. Jessica is licensed to sell securities in 29 states. Jessica provides financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Jessica previously worked for Waddell & Reed.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
07/21/2021 - Present
LPL Financial LLC (EAGAN MN)
MN
01/27/2003 - 07/21/2021
WADDELL & REED (EAGAN MN)
IA
Issued 06/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Schulberg is the right advisor for you? Invested Better is here to help.
