Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lynne Nelson is a registered representative with Ameriprise Financial Services, LLC in Cranston, Rhode Island. Jessica has been in the industry since September 27, 2011, and has passed the Series 66, Series 7 and SIE exams. Jessica's registrations include Rhode Island, Texas, Arizona, California, Connecticut, Florida, Illinois, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, South Dakota, Vermont, Virginia and Wyoming. Jessica works with individual investors, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Jessica provides asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.
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
RI
08/14/2020 - Present
Ameriprise Financial Services, LLC (CRANSTON RI)
BOTH
Issued 11/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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