Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Mc curdy is a financial advisor with Mariner Independent. Jessica has been in the financial services industry since December 28, 2003. Jessica has worked with both Ameriprise Financial Services, Inc. and LPL Financial Corporation in the past. Jessica is licensed to provide investment advisory services in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Michigan, New Jersey, New York, Oregon, Pennsylvania, Texas, Vermont, and Washington. Jessica is also licensed to sell securities in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Michigan, New Jersey, New York, Oregon, Pennsylvania, Texas, Vermont, and Washington. Jessica is a registered representative of LPL Financial, LLC. Jessica is also a registered investment advisor with Mariner Independent Advisor Network, LLC.
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.
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.
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2
CA
07/08/2016 - Present
Mariner Independent (Walnut Creek CA)
CA
02/24/2010 - 12/02/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
09/04/2007 - 02/10/2010
LPL FINANCIAL CORPORATION (SAN FRANCISCO CA)
CA
01/07/2004 - 07/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
MN
01/07/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/13/2003 - 10/07/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/2003 - 10/07/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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