Unclaimed
Jessica Rose Ebuen is a registered investment advisor representative with Prospera Financial Services, Inc. Jessica has been working in the financial services industry since June 14, 2013. Prior to joining Prospera Financial Services, Inc., Jessica worked at THE HUNTINGTON INVESTMENT COMPANY. Jessica holds several professional licenses including the Series 7, 24, and 66. Jessica specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
02/04/2021 - Present
Prospera Financial Services, Inc. (DALLAS TX)
MI
02/15/2013 - 10/06/2020
THE HUNTINGTON INVESTMENT COMPANY (BIRMINGHAM MI)
BOTH
Issued 08/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Ebuen is the right advisor for you? Invested Better is here to help.