Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica L. Bicoll is an investment professional who has been working in the industry since 2000. Jessica is currently a registered representative with LPL Financial LLC. Jessica has also worked with VALIC Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Thornburg Securities Corporation. Jessica is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®).
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
NM
08/30/2019 - Present
LPL Financial LLC (SANTA FE NM)
NM
06/09/2003 - 08/09/2012
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
NY
07/03/2001 - 06/02/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NM
10/05/1999 - 03/26/2001
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
IA
Issued 03/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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