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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 Eaton is a financial advisor at Cetera Investment Advisers LLC, a registered investment advisor. Jessica has been in the industry since October 29, 2017, and has a Series 7, Series 63 and Series 66 license. Jessica has worked with various firms in the past including Valic Financial Advisors, Inc. and Key Investment Services LLC. Jessica has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jessica Eaton's goal is to help clients reach 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.
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
IN
06/07/2023 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
11/30/2022 - 06/15/2023
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
OH
07/08/2020 - 11/29/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
CO
10/17/2017 - 06/24/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 10/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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