Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Norris has been an active financial professional since December 1987. Jessica is a Certified Financial Planner™ and has extensive experience in the financial services industry. She currently works as a Registered Representative at Raymond James & Associates, Inc., located in Carmel, Indiana. Prior to joining Raymond James, Jessica was employed at WELLS FARGO ADVISORS, LLC. Jessica holds Series 7, 31, and SIE licenses, as well as the Series 63. Jessica specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and pension plans. She has a proven track record of helping clients 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.
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.
Please see note in schedule d - miscellaneous
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
IN
05/22/2015 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
01/01/2008 - 05/26/2015
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
12/22/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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