Jessica VesterCRD Number: 5915608
Current Firm: First Citizens Investor Services, Inc.
Jessica Vester (CRD# 5915608) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 4 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|First Citizens Investor Services||Raleigh, NC||Aug 2015 - Current||2|
|First Citizens Bank||Raleigh, NC||Aug 2015 - Current||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jun 2014 - Jul 2015||1|
|Northwestern Mutual Investment Services, LLC||Raleigh, NC||Jun 2014 - Jul 2015||1|
|Andrew K. Rose||Raleigh, NC||Jun 2012 - Jul 2015||3|
|Robert A. Sink||Raleigh, NC||Jun 2012 - Jul 2015||3|
|Northwestern Mutual Investment Services, LLC||Raleigh, NC||Jan 2012 - Jul 2015||3|
|Andrew K. Rose||Raleigh, NC||Jan 2012 - Jun 2012||< 1|
|Robert A. Sink||Raleigh, NC||Jan 2012 - Jun 2012||< 1|
|Edward Jones Investments||Raleigh, NC||Apr 2011 - Jan 2012||< 1|
|Branch Bank & Trust||Wilson, NC||Jun 2009 - Apr 2011||1|
|Council Of Education For Andalusia Spain||Seville,||May 2007 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management697MILLIONS
Total Number of Accounts2,533ACCOUNTS
Average Account Value$275,168
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, LA, MD, MS, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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