Unclaimed
Jessica Naomi Travelstead is a registered investment advisor representative at Fifth Third Securities, Inc.. Jessica has been in the financial services industry since March 2014. Jessica has passed both the Series 6 and Series 63 exams, along with the Securities Industry Essentials Examination. Jessica specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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KY
06/26/2017 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
IA
Issued 6/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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