Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Michelle Joseph is a financial advisor with Cambridge Investment Research Advisors, Inc. Jessica has been working in the financial industry since 2020. She currently has a registration with Cambridge Investment Research Advisors, Inc. in Arizona. Jessica holds a Series 66 and Series 63 licenses. She is also registered to provide investment advice in Arizona. Jessica was previously employed by eToro USA Securities INC and Vanguard Marketing Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
01/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
NJ
01/11/2022 - 10/10/2022
ETORO USA SECURITIES INC. (Hoboken NJ)
AZ
09/11/2020 - 01/13/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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