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 King is a financial professional with over 16 years of experience in the industry. Jessica is currently registered with Principal Securities, Inc., and holds licenses in multiple states. Jessica has a strong background in insurance and financial services, having held positions at various organizations including County of Berks, Tower Health- Reading Hospital, The Highlands at Wyomissing, AccentCare Home Health, and Moyer Insurance and Financial Solutions. Jessica specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
11/27/2023 - Present
Principal Securities, Inc. (WYOMISSING PA)
PA
03/20/2007 - 09/27/2007
NATIONWIDE SECURITIES, INC. (ROBESONIA PA)
PA
09/08/2006 - 10/09/2006
WADDELL & REED, INC. (WYOMISSING PA)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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