Jessica Schultz
Paraplanner at Aquest Wealth Strategies
Based in Sterling Heights, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Sterling Heights
Industry
Financial Services
Company size
13
Contact information
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j•••••••@aquestwealth.com
Phone
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Background
About Jessica Schultz
I am a paraplanner that works directly with financial advisors to assist them in servicing their clients. I hold my Series 7 registration and my Series 66 registration through LPL Financial. I obtained my CFP certification in December 2022. My goal is to use these certifications along with my industry experience to better our clients lives and help our advisors prepare them for retirement.
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