Unclaimed
Jessica Bricker is a financial advisor with LPL Financial LLC. Jessica has been working in the financial industry since January 2018. Jessica has a Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Jessica was a financial advisor with Cetera Investment Services LLC. Jessica is registered to provide financial advice in the following states: California, Florida, Georgia, Indiana, Maryland, Michigan, Missouri, North Carolina, Ohio, Pennsylvania, Tennessee, and Texas.
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
IN
08/03/2023 - Present
LPL Financial LLC (Warsaw IN)
IN
01/10/2018 - 08/04/2023
CETERA INVESTMENT SERVICES LLC (WARSAW IN)
BOTH
Issued 02/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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