Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Abrego is a financial advisor with LPL Financial LLC. Jessica has been in the industry since March 19, 2000, and has worked for a number of firms including SWBC INVESTMENT SERVICES, LLC, FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., SAGEPOINT FINANCIAL, INC., WOODBURY FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHARLES SCHWAB & CO., INC., USAA INVESTMENT MANAGEMENT COMPANY, and CITICORP INVESTMENT SERVICES. Jessica is registered to provide securities and advisory services in 51 states and the District of Columbia. Jessica specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
Consulting and other non-discretionary advisory services
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
09/14/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
10/15/2020 - 09/15/2021
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
GA
04/09/2018 - 07/02/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/09/2018 - 07/02/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/09/2018 - 07/02/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
04/09/2018 - 07/02/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
11/13/2014 - 03/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
06/20/2007 - 11/12/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
TX
04/21/2005 - 04/30/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
08/26/1999 - 03/30/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 11/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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