Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Hill is a financial advisor with over 20 years of experience in the industry. Jessica currently works at Loomis, Sayles & Company, LP. Previously, Jessica worked at UBS Financial Services Inc., PIMCO Funds Distributors LLC, OCC Distributors, and Endeavor Group. Jessica holds Series 7, 6, 63 and 66 licenses, and her expertise spans various areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Minimum annual fee and/or minimum account size
1
2
WA
10/28/2019 - Present
Loomis, Sayles & Company, LP (Gig Harbor WA)
NJ
10/14/2002 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/23/2001 - 09/10/2002
PIMCO FUNDS DISTRIBUTORS LLC (NEW YORK NY)
NY
03/11/1998 - 05/15/2001
OCC DISTRIBUTORS (NEW YORK NY)
CO
12/04/1997 - 12/12/1997
ENDEAVOR GROUP (DENVER CO)
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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