Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Atkinson is a financial advisor with over 20 years of experience in the industry. She currently works at TD Private Client Wealth LLC in Sarasota, FL, focusing on providing comprehensive financial planning and investment management services to a diverse clientele. Jessica's expertise includes working with high-net-worth individuals, insurance companies, charitable organizations, corporations, and businesses. She is passionate about helping clients achieve their financial goals and objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/04/2018 - Present
TD Private Client Wealth LLC (Sarasota FL)
FL
10/08/2014 - 06/10/2016
LPL FINANCIAL LLC (BOCA RATON FL)
FL
01/29/2010 - 12/31/2012
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
03/04/2008 - 05/28/2009
LPL FINANCIAL CORPORATION (TAMPA FL)
FL
02/07/2007 - 03/04/2008
IFMG SECURITIES, INC. (TAMPA FL)
FL
05/14/2004 - 06/05/2006
IFMG SECURITIES, INC. (LAUDERDALE-BY-THE-SEA FL)
CA
02/21/2001 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
04/20/1995 - 07/31/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 06/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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