Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Peck Donnerstein is an Investment Advisor Representative at Osaic Wealth, Inc. in Scottsdale, Arizona. Jessica has been in the financial services industry since 2001, holding licenses and registrations in several states. Jessica specializes in providing financial planning and investment advice to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc., Jessica was with FSC Securities 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.
A percentage of the total value of assets under management is charged.
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2
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
03/30/2004 - 11/03/2023
FSC SECURITIES CORPORATION (SCOTTSDALE AZ)
NY
08/31/2001 - 04/08/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/18/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 01/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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