Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica McGowan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the financial services industry since 2019 and has worked with firms like Ameriprise Financial Services, LLC and Sanctuary Securities, Inc. Jessica is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Jessica has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice. Jessica holds a Series 66 license and is also Series 7 and SIE certified. Jessica is registered to provide investment advice in many states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
01/31/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUMMIT NJ)
NJ
06/10/2022 - 11/28/2023
SANCTUARY SECURITIES, INC. (SHORT HILLS NJ)
NJ
09/13/2021 - 06/14/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMMIT NJ)
VA
11/26/2019 - 03/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (FAIRFAX VA)
BOTH
Issued 11/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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