Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Renee Phillips is a registered representative and investment advisor representative with Truist Advisory Services, Inc. Jessica has been in the industry since 2004. Jessica has a Series 7, Series 9, Series 10, Series 24, Series 66, and Series 99TO securities license. Jessica is registered in 52 states. Jessica was previously registered with BB&T Securities, LLC, Wells Fargo Clearing Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Jessica provides financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisers, and wrap fee product and financial profiling services using desktop software.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
08/17/2018 - Present
Truist Advisory Services, Inc. (NORFOLK VA)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (NORFOLK VA)
VA
11/19/2004 - 08/14/2018
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
MN
08/15/2001 - 07/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/15/2001 - 07/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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