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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lynne Wallace is an Investment Advisor Representative with Financial Management, Inc. in Little Rock, Arkansas. Jessica Wallace has been in the industry since June 2007 and has been registered with the state of Arkansas since January 3, 2017. Jessica Wallace has passed the Uniform Investment Adviser Law Examination (Series 65). Jessica Wallace works with high net worth individuals, individuals other than high net worth individuals, corporations or other businesses and pension and profit sharing plans. Jessica Wallace also offers financial planning, business consulting, and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
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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AR
01/03/2017 - Present
Financial Management, Inc. (LITTLE ROCK AR)
IA
Issued 12/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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