Unclaimed
Jessica L. Ferrindino is an investment advisor representative with The Ameriflex Group. Jessica has been in the financial industry since 2015, and has experience working with Commonwealth Financial Network and LPL Financial LLC. She is registered in New York, Florida, California and Illinois. Jessica is also a Certified Financial Planner. She specializes in financial planning, portfolio management, and pension consulting. Jessica offers a variety of services to her clients, including fixed fees, hourly charges, and percentage of assets.
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.
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
NY
12/01/2023 - Present
THE Ameriflex Group (Pittsford NY)
NY
10/16/2017 - 12/04/2023
COMMONWEALTH FINANCIAL NETWORK (PITTSFORD NY)
NY
06/14/2010 - 02/02/2011
LPL FINANCIAL LLC (ROCHESTER NY)
NC
04/29/2008 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 12/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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