Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Marie Shiflet is a financial advisor with LPL Financial LLC, working from their York, PA branch. Jessica has been working in the financial services industry since May 1999 and is registered with the state of Pennsylvania and Texas. She has experience with Wells Fargo Clearing Services, LLC and Waypoint Brokerage Services. Jessica has a variety of certifications, including Series 7, 11, 28, 63, and 65.
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
PA
04/23/2020 - Present
LPL Financial LLC (YORK PA)
PA
01/21/2005 - 04/27/2020
WELLS FARGO CLEARING SERVICES, LLC (YORK PA)
PA
05/12/1999 - 01/21/2005
WAYPOINT BROKERAGE SERVICES (YORK PA)
IA
Issued 08/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2000
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
Not sure Jessica Shiflet is the right advisor for you? Invested Better is here to help.
