Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Rogan Strini is a financial advisor with over 20 years of experience in the industry. Jessica is registered with LPL Financial LLC and has a broad range of experience, having previously worked with BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, American Express Financial Advisors Inc., and IDS Life Insurance Company. Jessica specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations. Jessica holds Series 4, 7, 24, 52TO, 53, and 66 licenses.
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.
Consulting and other non-discretionary advisory services
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
WI
05/10/2021 - Present
LPL Financial LLC (RACINE WI)
WI
08/01/2012 - 05/04/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
12/20/2007 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BROOKFIELD WI)
WI
07/06/2005 - 12/13/2007
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
IL
04/17/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
08/03/2001 - 01/30/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/03/2001 - 01/30/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/26/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Strini is the right advisor for you? Invested Better is here to help.
