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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Michelle Harris is a financial advisor with Wells Fargo Clearing Services, LLC. Jessica has been in the financial industry since June 2016 and has a broad range of experience. She has a Series 6, 7, and 63 license, as well as a Series 65 license. Jessica has a strong understanding of the financial markets and can provide her clients with comprehensive financial planning advice. She is currently registered in Arizona, California, Colorado, Hawaii, Idaho, Michigan, New York, Texas, Utah and Washington. Jessica is dedicated to providing her clients with the highest level of service and is committed to helping them achieve 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
10/31/2023 - Present
Wells Fargo Clearing Services, LLC (NEWPORT BEACH CA)
IA
Issued 11/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2016
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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