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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Costello is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the financial industry for over 20 years and is registered in 28 states. Jessica specializes in providing investment advice to individuals, businesses, corporations, and other entities. Jessica is also a registered principal and has experience in providing financial planning and portfolio management services. Jessica is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
1
2
MD
11/18/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANNAPOLIS MD)
MD
06/01/2009 - 05/24/2010
MORGAN STANLEY SMITH BARNEY (ANNAPOLIS MD)
MD
05/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOWIE MD)
NY
02/21/2006 - 04/24/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
01/30/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
10/21/1997 - 11/11/2003
HOWARD WEIL INCORPORATED (NEW ORLEANS LA)
BOTH
Issued 05/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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