Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lively is a financial advisor registered in Maryland. She has been in the industry since May 2007 and is currently employed with Osaic FA, Inc. Her previous employers include Lincoln Financial Distributors, Inc. and Lincoln Financial Securities Corporation. Jessica is a Series 7 and 66 licensed representative and has a Series 24 principal license. Jessica specializes in providing investment advisory services to individuals, corporations, and other businesses.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
PA
05/13/2024 - Present
Osaic FA, Inc. (RADNOR PA)
PA
04/26/2021 - 05/10/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
04/26/2021 - 05/10/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
IN
04/30/2007 - 05/10/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 06/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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