Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Christine Manard is a financial advisor with over 16 years of experience in the industry. Jessica is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since April 2017. She holds Series 6, 7, 24, 63 and 66 licenses. Jessica has a strong track record of helping individuals and families achieve their financial goals. Her expertise includes financial planning, portfolio management, and selection of other advisors. Jessica is dedicated to providing her clients with personalized service and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
PA
04/28/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
PA
03/03/2017 - 04/07/2017
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
06/15/2011 - 02/22/2017
PNC INVESTMENTS (HORSHAM PA)
OH
11/28/2006 - 05/13/2011
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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