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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 Holloway is a financial advisor with over 13 years of experience in the financial services industry. Jessica has been registered with LPL Financial LLC since February 2017. Prior to that, Jessica was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Jessica holds the Series 7, Series 9, Series 10, Series 66 and SIE licenses. Jessica is also registered as an investment advisor representative in South Carolina. Jessica specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jessica can help clients with a variety of financial needs, including retirement planning, investment management, and college savings.
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.
1
2
SC
02/15/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
08/28/2013 - 02/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/23/2008 - 09/03/2013
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
IN
10/24/2007 - 07/31/2008
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
06/29/2005 - 09/06/2007
AXA ADVISORS, LLC (INDIANAPOLIS IN)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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