Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Callahan is a financial advisor with over 20 years of experience in the industry. Jessica has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Jessica is a registered representative and investment advisor representative, holding Series 6, 7, 24, 26, 52TO, 53, and 66 licenses. Jessica is currently affiliated with Cetera Investment Advisers LLC, where Jessica focuses on helping clients achieve their financial goals through a variety of services, including financial planning, investment management, and retirement planning. Prior to joining Cetera Investment Advisers LLC, Jessica worked at Voya Financial Advisors, Inc., Directed Services LLC, Voya America Equities, Inc., Voya Financial Partners, LLC, Voya Retirement Advisors, LLC, and ING Financial Advisors, LLC.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (COLUMBIA CT)
CT
01/27/2014 - 06/15/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
01/27/2014 - 08/04/2017
DIRECTED SERVICES LLC (WINDSOR CT)
CT
01/27/2014 - 08/04/2017
VOYA AMERICA EQUITIES, INC. (WINDSOR CT)
CT
01/27/2014 - 08/04/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
01/27/2014 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
08/04/2000 - 07/02/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
01/13/2000 - 08/02/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/29/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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