Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lord is a registered representative with Planmember Securities Corp. Jessica is licensed to offer securities and investment advisory services. Jessica has been in the securities industry since 2023 and has successfully completed the Series 99TO and SIE exams. Jessica focuses on offering investment advisory services, financial planning, pension consulting, 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.
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.
Provides investment supervisory 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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CA
08/17/2023 - Present
Planmember Securities Corp. (CARPINTERIA CA)
BC
Issued 08/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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