Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Noel Schultz is a financial advisor who is currently registered with National Financial Services LLC. Jessica has been in the financial industry since 2017 and has a strong background in investment products. Jessica holds Series 7, Series 63, and Series 66 licenses. Prior to joining National Financial Services LLC, Jessica worked as a financial advisor at Fidelity Brokerage Services LLC.
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.
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.
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2
MA
06/30/2023 - Present
National Financial Services LLC (BOSTON MA)
NC
02/06/2023 - 05/16/2023
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
01/27/2014 - 04/08/2020
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 08/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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