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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 Wuerz is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 2003. Jessica Lynne Wuerz is registered as a registered representative in 28 states and has Series 6, 7TO, and SIE licenses. Jessica Lynne Wuerz was previously affiliated with Foresters Financial Services, Inc. and ICB - Ameritas. Jessica Lynne Wuerz offers financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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NY
01/12/2023 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
03/06/2003 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
BC
Issued 3/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/5/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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