Unclaimed
Jessica Blair is a financial advisor based in Murfreesboro, TN. Jessica is currently registered with LPL Financial LLC, and has been in the financial industry since July 27, 2014. Jessica has a Series 6, Series 7 and Series 63 licenses. Jessica was previously registered with INVEST FINANCIAL CORPORATION and FTB ADVISORS, INC.
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
TN
05/30/2017 - Present
LPL Financial LLC (MURFREESBORO TN)
TN
04/10/2014 - 07/14/2016
INVEST FINANCIAL CORPORATION (MURFREESBORO TN)
TN
08/29/2013 - 03/26/2014
FTB ADVISORS, INC. (MURFREESBORO TN)
BC
Issued 09/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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