Unclaimed
Jessica Marxer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jessica has been in the financial industry since 1999 and has a strong track record of helping clients achieve their financial goals. Jessica is registered to provide investment advice in 48 states and holds the Series 7, Series 63 and Series 66 licenses. Jessica is dedicated to providing personalized financial advice and guidance to help clients reach their financial objectives.
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
VA
05/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALEXANDRIA VA)
VA
04/11/2005 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
NY
05/11/2004 - 02/10/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NJ
03/31/2000 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
10/27/1999 - 04/18/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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