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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 Favatella is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the securities industry since August 2019, working with Capital Investment Group, Inc. before joining Robinhood Financial, LLC and then Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has passed the Series 7TO, SIE and Series 66 exams and is licensed in 27 states. Jessica provides portfolio management for individuals and businesses, performance measurement reports, allocation modeling, IPS, research reports and services. Jessica also provides pension consulting and educational seminars.
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
NC
11/09/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
10/18/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
05/17/2019 - 10/04/2021
CAPITAL INVESTMENT GROUP, INC. (WILMINGTON NC)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2019
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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