Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica McConnell is an Investment Advisor Representative with Capital CS Group, LLC, registered with the state of California and other states. Jessica has over 15 years of experience in the financial services industry, having previously worked with UBS Financial Services Inc., Morgan Stanley, and Merrill Lynch. Jessica has a strong background in portfolio management and financial planning, with a focus on working with individuals and businesses. Jessica is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring
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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CA
08/09/2019 - Present
Capital CS Group, LLC (IRVINE CA)
CA
02/20/2014 - 08/26/2019
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
06/01/2009 - 02/27/2014
MORGAN STANLEY (IRVINE CA)
CA
09/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
12/06/2006 - 08/06/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 12/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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