Unclaimed
Jessica Diane Harrigan is a financial advisor with Fidelity Personal and Workplace Advisors. Jessica has been working in the financial industry since 2013 and is licensed to provide investment advice in 53 states. Jessica is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and is also licensed as an Investment Advisor Representative (IAR) in Texas and California. Jessica has passed the Series 63, Series 65, Series 7, Series 9, Series 10, and Securities Industry Essentials (SIE) exams. Jessica provides financial planning services, portfolio management for individuals and businesses, and educational seminars.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IA
Issued 10/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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