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 Webb is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. Jessica has been in the securities industry since February 2017. Jessica is licensed to provide investment advice in 52 states. Jessica has passed the SIE, Series 7, Series 9, Series 10, and Series 66 exams. Jessica has worked for Charles Schwab & Co., Inc. and Computershare. Jessica also delivers food and groceries for Door Dash and Uber Delivery. Jessica specializes in financial planning, portfolio management for individuals and businesses, 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.
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
FL
09/21/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
IN
04/17/2015 - 08/07/2020
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 09/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/15/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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