Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Thorsen is a financial advisor with Oppenheimer & Co. Inc. Jessica has been in the financial services industry since 2006 and has experience with a variety of firms, including LPL Financial LLC, KMS Financial Services, Inc., Ameriprise Financial Services, Inc., Piper Jaffray & Co., RBC Capital Markets Corporation, and UBS Financial Services Inc. Jessica is a registered representative and investment advisor representative in the state of Washington. Jessica holds Series 7, Series 66, and SIE licenses. She is also a registered principal with Oppenheimer & Co. Inc.
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.
1
2
WA
04/19/2023 - Present
Oppenheimer & Co. Inc. (BELLEVUE WA)
WA
09/23/2020 - 09/07/2022
LPL FINANCIAL LLC (MERCER ISLAND WA)
WA
01/23/2020 - 09/23/2020
KMS FINANCIAL SERVICES, INC. (Mercer Island WA)
WA
04/03/2019 - 06/11/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Bellevue WA)
WA
08/30/2010 - 07/16/2018
PIPER JAFFRAY & CO. (SEATTLE WA)
WA
08/18/2006 - 09/16/2010
RBC CAPITAL MARKETS CORPORATION (SEATTLE WA)
WA
08/12/2006 - 09/05/2006
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
04/26/2006 - 08/12/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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