Unclaimed
Jessica Lynn Laferrera is a registered representative with MML Investors Services, LLC and has been in the financial industry since 2008. Jessica is registered in Alabama, Arizona, California, Colorado, Florida, Kansas, Mississippi, Ohio, and Tennessee. She has passed the Series 63, Series 65, Series 7, and Series 24 exams. Jessica is also a registered Investment Advisor Representative. Jessica has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AL
03/25/2017 - Present
MML Investors Services, LLC (TUSCALOOSA AL)
AL
01/25/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TUSCALOOSA AL)
AL
05/04/2009 - 01/04/2016
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
TX
01/12/2009 - 05/05/2009
VERITRUST FINANCIAL, LLC (AUSTIN TX)
IA
Issued 10/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Laferrera is the right advisor for you? Invested Better is here to help.