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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 Ann Figoli is a financial advisor with Osaic Wealth, Inc. Jessica has been in the industry since 2004 and has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities. Jessica offers a range of financial planning services, including portfolio management, financial planning, educational seminars, and selection of other advisers. Jessica has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
PA
03/27/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
05/07/2014 - 01/08/2018
CITIZENS SECURITIES, INC. (ERIE PA)
PA
09/10/2007 - 10/04/2013
THE HUNTINGTON INVESTMENT COMPANY (ERIE PA)
PA
07/21/2006 - 08/01/2007
NATIONAL PLANNING CORPORATION (ERIE PA)
MO
01/21/2005 - 09/06/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
01/29/2001 - 11/18/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 07/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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