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 Ulery is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Jessica has been in the financial industry for over 20 years. Jessica is a Series 66, 7 and SIE licensed representative. Jessica is registered to provide investment advisory services in California, Florida, Maryland, Ohio, Pennsylvania, and Virginia. Previously, Jessica worked for INVESTMENT PROFESSIONALS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION and AXA ADVISORS, LLC. In addition to her work at Ameriprise Financial Services, LLC, Jessica is also employed with S&T Bank in Altoona, PA.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
PA
06/25/2018 - Present
Ameriprise Financial Services, LLC (Altoona PA)
PA
04/17/2012 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (ALTOONA PA)
PA
10/12/2006 - 04/26/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (PORTAGE PA)
PA
01/15/2003 - 10/11/2006
AXA ADVISORS, LLC (DUNCANVILLE PA)
BOTH
Issued 01/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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