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. Robinson is an investment advisor representative associated with LPL Financial LLC. Jessica has been in the industry since June 2012. Jessica specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Jessica is registered with FINRA, and holds Series 6, 7, 63, and 65 securities licenses. Jessica has been registered in Florida, Georgia, New York, North Carolina, and South Carolina. Jessica is affiliated with ESL Investment Services, LLC and has a notary public license.
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
NY
07/21/2022 - Present
LPL Financial LLC (ROCHESTER NY)
NY
05/30/2012 - 09/13/2018
LPL FINANCIAL LLC (ROCHESTER NY)
NY
08/17/2012 - 08/27/2018
ESL INVESTMENT SERVICES, LLC (ROCHESTER NY)
IA
Issued 07/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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