Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Matheson is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Jessica is a registered representative of Wells Fargo Advisors Financial Network, LLC in New Hampshire and Texas. Jessica is also registered as an investment advisor representative in New Hampshire and Texas. Jessica has been in the industry since February 4, 2021. Jessica has passed the Series 7TO, SIE, and Series 66 exams. Jessica has a wide range of experience in financial services, including investment advisory, securities sales, and insurance sales.
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
NH
07/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LEBANON NH)
NH
02/05/2021 - 07/14/2023
WELLS FARGO CLEARING SERVICES, LLC (LEBANON NH)
BOTH
Issued 06/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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