Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Jones Teel is a financial advisor with LPL Financial LLC in NEW OXFORD, PA. Jessica has been in the financial industry since 1998. She is licensed in 11 states, and holds Series 63, Series 65, Series 7, and SIE licenses. Jessica has worked for several firms, including MUTUAL SERVICE CORPORATION, H. BECK, INC., PRINCOR FINANCIAL SERVICES CORPORATION, and PAINEWEBBER INCORPORATED. Jessica provides investment advice and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
PA
09/08/2009 - Present
LPL Financial LLC (NEW OXFORD PA)
PA
08/30/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (NEW OXFORD PA)
MD
12/03/2001 - 08/30/2002
H. BECK, INC. (ROCKVILLE MD)
IA
10/06/1998 - 12/05/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
11/28/1997 - 03/04/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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