Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Ann Poulton is an active registered representative with Equitable Advisors, LLC. Jessica has a background in the financial industry, having previously worked at Wells Fargo Clearing Services, LLC. Jessica is a well-rounded advisor with a strong understanding of the financial markets, having passed the Series 7TO, Series 63, Series 66 and SIE exams. Jessica is committed to providing personalized financial advice to her clients and helping 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.
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.
1
2
PA
08/28/2024 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
12/10/2019 - 06/27/2022
WELLS FARGO CLEARING SERVICES, LLC (PAOLI PA)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jessica Poulton is the right advisor for you? Invested Better is here to help.
