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 Tosti is a registered representative of Wells Fargo Clearing Services, LLC in San Luis Obispo, CA. Jessica has been in the industry since April 2015 and holds Series 6, 7, 63, and 65 licenses. She also holds the SIE designation. Jessica has experience providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients. She has a strong background in securities and has a proven track record of success in the financial services industry. Jessica specializes in investments, financial planning, and retirement planning. She is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
1
2
CA
10/26/2023 - Present
Wells Fargo Clearing Services, LLC (SAN LUIS OBISPO CA)
IA
Issued 10/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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