Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Maureen Champion is a financial advisor registered with LPL Financial LLC. Jessica has been in the financial industry for 5 years and has experience with clients of various types. In addition to working as a financial advisor, Jessica is also a business owner, property owner, and part-time employee at The Summit Federal Credit Union. Jessica holds the Series 63, Series 7, and SIE licenses.
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.
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NY
01/19/2023 - Present
LPL Financial LLC (SYRACUSE NY)
NY
09/01/2021 - 02/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (EAST SYRACUSE NY)
NY
09/27/2018 - 09/02/2021
INDEPENDENT FINANCIAL GROUP, LLC (CHITTENANGO NY)
NY
03/21/2017 - 09/28/2018
CADARET, GRANT & CO., INC. (EAST SYRACUSE NY)
BC
Issued 04/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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