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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 Lynn Hart is a financial advisor with Raymond James Financial Services Advisors, Inc. Jessica Lynn Hart is also an associate with PeoplesBank. Jessica Lynn Hart has been in the financial services industry since December 2018 and is registered with the states of California, Connecticut, Florida, Maine, Massachusetts, New Jersey, and Virginia. Jessica Lynn Hart holds Series 63, 66, 7, and SIE securities licenses. Jessica Lynn Hart specializes in financial planning, portfolio management, and pension consulting. Jessica Lynn Hart has worked at various firms including United Bank, TD Bank, Chicago Sams, Infinex Investments, Inc., and Peoples Wealth Advisory Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
10/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Holyoke MA)
MA
12/04/2018 - 01/02/2020
INFINEX INVESTMENTS, INC. (Springfield MA)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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