Unclaimed
Jessica Medina is a financial professional registered with Northwestern Mutual Investment Services, LLC. Jessica has been in the industry since May 2024. Jessica is licensed in Arizona, Nebraska, and Oklahoma. She specializes in investment research, referrals to other advisors, and is able to provide investment company products and variable contracts to her clients. Jessica is also a Series 63 registered agent.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NE
06/01/2024 - Present
Northwestern Mutual Investment Services, LLC (LINCOLN NE)
BC
Issued 07/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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