Jessica M Salic

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 11/2022
  Sweet Financial Services
  Fairmont, MN
• 01/2023 → 06/2023
  Profinium
  Fairmont, MN
• 06/2023 → Present
  Profinium, Inc
  Fairmont, MN
• 01/2023 → 06/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2023 → Present
  Cetera Investment Services Lcc
  St Cloud, MN
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Fairmont, MN

Other Businesses

1. CHAIRMAN OF THE SCHOOL BOARD AT GRANADA-UNTLEY-EAST CHAIN SCHOOLS; CONDUCT MONTHLY MEETINGS, COMMUNICATE WITH SUPERINTENDENT; DISCUSS FINANCIAL STATUS OF DISTRICT 2. SECRETARY FOR GRANADA-HUNTLEY-EAST CHAIN COMMUNITY IN ACTION BOARD; .5 HR/WK; EAST CHAIN 4H CLUB; COORDINATE MONTHLY MEETINGS, PRINT AGENDAS, HELP STUDENT OFFICERS LEAD MEETINGS, SCHEDULE AND PLAN ACTIVITIES FOR MEMBER TO PARTAKE IN, LEAD GROUP PROJECTS SUCH AS A CLUB BANNER AND CLUB SCRAPBOOK; .5 HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21

Other Names

• Jessica Marie Salic