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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica McNannay is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica holds licenses for securities in 35 states. Jessica has been a registered representative for over a year, and has experience in the securities industry since October 2022. She is a licensed representative in Oregon, California, Texas and Washington. She is also licensed as an Investment Advisor Representative in California, Texas and Washington. Jessica has completed the Securities Industry Essentials (SIE) Examination, the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Jessica is available to discuss your financial goals and help you create a personalized investment plan.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OR
02/29/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SALEM OR)
BOTH
Issued 01/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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