Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Art? Claim Your ProfileArt Jessop Parry is a financial advisor with over 20 years of experience in the industry. Art is currently registered with Osaic FA, Inc. in California and Texas. Art is a Series 7, 6, 63 and 66 licensed professional. Art also holds the SIE designation. Previously, Art was registered with LINSCO/PRIVATE LEDGER CORP., ING FINANCIAL ADVISERS, LLC, WM FINANCIAL SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and FARMERS FINANCIAL SOLUTIONS, LLC. Art is a licensed insurance agent and offers fixed/indexed annuities and traditional life insurance products.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
06/18/2014 - Present
Osaic FA, Inc. (SAN DIEGO CA)
CA
06/13/2006 - 08/15/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
CA
11/29/2005 - 05/22/2006
ING FINANCIAL ADVISERS, LLC (SAN DIEGO CA)
CA
05/10/2005 - 11/08/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IN
03/10/2003 - 04/13/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/10/2003 - 04/13/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
02/03/2003 - 03/14/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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