Unclaimed
Jessica Cabral is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jessica is licensed in Pennsylvania and Texas. Jessica has been in the securities industry since 2021. Jessica has worked with a variety of clients, including individuals, corporations, and institutions. Jessica specializes in providing investment advice and portfolio management services. 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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PA
01/15/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
Active
Inactive
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