Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Silver is a financial advisor with over 12 years of experience in the industry. Jessica holds the Series 7, Series 63, Series 99TO and SIE licenses. Jessica is also a Certified Financial Planner. She is currently registered with LPL Financial LLC in California. Jessica has previously worked with SAGEPOINT FINANCIAL, INC., Janney Montgomery Scott LLC, PNC INVESTMENTS and SECURITIES AMERICA, INC. Jessica is a licensed advisor with the State of California. Jessica works with individuals, high-net-worth individuals, businesses, corporations, trusts, charitable organizations, retirement plans, and pooled investment vehicles.
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.
Consulting and other non-discretionary advisory services
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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2
CA
03/22/2023 - Present
LPL Financial LLC (San Marcos CA)
CA
01/05/2021 - 02/28/2023
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
OH
04/10/2018 - 12/16/2020
JANNEY MONTGOMERY SCOTT LLC (CLEVELAND OH)
OH
07/24/2017 - 04/17/2018
PNC INVESTMENTS (CINCINNATI OH)
OH
04/17/2017 - 06/08/2017
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
05/13/2010 - 01/26/2016
SECURITIES AMERICA, INC. (PEPPER PIKE OH)
BC
Issued 03/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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