Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Skelton is a financial advisor with Osaic Wealth, Inc. based in Fairview Village, PA. Jessica has been in the industry since 2001. Jessica is registered with FINRA as a Registered Representative and has a Series 7, Series 63, and Series 66 license. Jessica also works with Osaic Wealth, Inc. Jessica is a financial advisor with over 20 years of experience in the financial services industry. Jessica specializes in working with individuals, families, and small businesses to help them reach their financial goals. Jessica offers a variety of financial services, including financial planning, investment management, and retirement planning. Jessica is committed to providing her clients with personalized service and helping them make informed financial decisions.
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.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (FAIRVIEW VILLAGE PA)
PA
07/04/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FAIRVIEW VILLAGE PA)
PA
03/01/2013 - 12/31/2019
H. BECK, INC. (FAIRVIEW VILLAGE PA)
PA
01/04/2011 - 02/03/2011
ING FINANCIAL PARTNERS, INC. (PERKIOMENVILLE PA)
PA
03/09/2010 - 07/26/2010
COVENTRY SECURITIES, LLC (FORT WASHINGTON PA)
CO
07/09/2004 - 12/31/2009
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
08/11/2003 - 12/31/2003
NFP SECURITIES, INC. (AUSTIN TX)
CA
08/14/2001 - 11/08/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
06/03/1999 - 06/12/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
02/26/1997 - 06/15/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/26/1997 - 06/15/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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