Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lee Aquiler is a financial advisor with over 20 years of experience in the financial services industry. Jessica is currently registered with LPL Financial LLC in Harrisburg, PA. Jessica has previously worked with CUNA BROKERAGE SERVICES, INC., INVEST FINANCIAL CORPORATION, M&T SECURITIES, INC., FUTURESHARE FINANCIAL LLC, and CONSECO SECURITIES, INC. Jessica is licensed to provide investment advice in multiple states. Jessica holds licenses for Series 6, 7, 26, 63, and 66. Jessica specializes in a variety of financial planning services. Jessica has a strong commitment to providing her clients with personalized financial advice and investment solutions.
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.
1
2
PA
06/30/2023 - Present
LPL Financial LLC (Harrisburg PA)
PA
12/04/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Harrisburg PA)
PA
02/22/2012 - 11/20/2014
INVEST FINANCIAL CORPORATION (LANCASTER PA)
PA
01/04/2005 - 02/16/2012
M&T SECURITIES, INC. (HERSHEY PA)
MD
11/05/2003 - 09/17/2004
M&T SECURITIES, INC. (BALTIMORE MD)
NJ
12/05/2001 - 06/17/2003
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
01/02/2001 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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