Unclaimed
Jessica Lynn Dunning is a registered representative with LPL Financial LLC. Jessica has been in the financial services industry since April 2008. Jessica is licensed to provide securities and investment advice in Florida and South Carolina. She has passed the Series 7, Series 24, Series 66, and SIE exams. She has worked with a variety of financial firms including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., USAA Financial Advisors, Inc., National Planning Corporation, ING Financial Partners, Inc., and LPL Financial Corporation.
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
FL
07/07/2014 - Present
LPL Financial LLC (LAND O'LAKES FL)
FL
03/12/2014 - 05/05/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/16/2012 - 05/05/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/11/2010 - 04/11/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
02/12/2010 - 10/22/2010
NATIONAL PLANNING CORPORATION (TAMPA FL)
FL
02/26/2008 - 01/20/2010
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
FL
01/14/2008 - 02/21/2008
LPL FINANCIAL CORPORATION (BRANDON FL)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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