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 is currently registered with Cetera Investment Advisers LLC and has a wide range of experience working with individual clients, families, businesses, and institutions. Jessica provides a variety of financial planning and investment management services, including retirement planning, college savings, estate planning, and insurance. Jessica is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
COLUMBIA, CT
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.
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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 2/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/1/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/5/2017
Series 24 - General Securities Principal Examination
BC
Issued 3/13/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 7/29/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 1/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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