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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Loughnane is a financial professional with Cetera Investment Advisers LLC. Jessica is a registered representative and investment advisor representative with a combined 8+ years of experience in the financial services industry. Jessica has experience working with individuals, businesses, and charitable organizations. Jessica has a strong understanding of various financial products and services and can provide advice on a variety of financial planning needs. Jessica holds the Series 66, Series 7TO, and Series 24 licenses. Jessica has experience working with various firms, including Cetera Advisors LLC, DiVirgilio Financial Group, Commonwealth Financial Network, and CCR Wealth Management LLC. Jessica has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
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.
1
2
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (LYNN MA)
BOTH
Issued 10/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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