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 Matzke is a financial advisor with LPL Financial LLC in FORT MILL, SC. Jessica has been working in the financial industry since 2011. Previously, she was a financial advisor for CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC. and TD AMERITRADE CLEARING, INC. Jessica holds a Series 63, Series 24, Series 99TO, SIE, and Series 7 licenses.
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.
Consulting and other non-discretionary advisory services
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
SC
02/06/2024 - Present
LPL Financial LLC (FORT MILL SC)
NE
01/23/2023 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
03/26/2014 - 12/20/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
09/22/2011 - 11/20/2014
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 10/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/06/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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