Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Marie Estes-fleischmann is a financial advisor with Wells Fargo Advisors Financial Network, LLC in KANSAS CITY, MO. Jessica has been in the financial industry since 2004, providing investment advice and financial planning services to individuals and families. Jessica has worked with Wells Fargo Advisors since 2013. Prior to that, Jessica was registered with RBC Capital Markets, LLC, UBS Financial Services Inc. and UMB Financial Services, Inc. Jessica is a Series 7 and Series 66 licensed representative. Jessica's firm is regulated by FINRA and the SEC.
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.
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.
Investment consulting services to institutional clients
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.
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2
MO
08/21/2019 - Present
Wells Fargo Advisors Financial Network, LLC (KANSAS CITY MO)
KS
05/24/2013 - 08/21/2019
WELLS FARGO CLEARING SERVICES, LLC (MISSION WOODS KS)
KS
04/16/2009 - 06/05/2013
RBC CAPITAL MARKETS, LLC (LEAWOOD KS)
MO
03/07/2007 - 04/23/2009
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
MO
01/29/2004 - 02/08/2007
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 02/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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