Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessy? Claim Your ProfileJessy Jordyn Stoecklein is a financial advisor associated with Lakeshore Wealth Management LLC. Jessy has been in the industry for a while and has experience with multiple firms. Jessy holds the Series 7TO, SIE and Series 66 licenses and is registered in Missouri. Jessy's primary focus is on individual investors and their financial planning needs. Jessy is also associated with Beyond Wealth 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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MO
07/01/2024 - Present
Lakeshore Wealth Management LLC (LAKE LOTAWANA MO)
MO
07/25/2023 - 06/26/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEES SUMMIT MO)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Jessy Stoecklein is the right advisor for you? Invested Better is here to help.
