Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Coste is a financial advisor at TCW Investment Management Co. LLC. Jessica has been in the financial services industry since 2007. Jessica specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. She also provides other advisory services, such as portfolio management for wrap fee programs. Jessica has a broad range of experience, having worked with numerous financial institutions in her career.
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.
Portfolio management for wrap fee programs
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.
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2
CA
11/29/2022 - Present
TCW Investment Management Co. LLC (LOS ANGELES CA)
IN
02/09/2021 - 11/09/2022
SANCTUARY SECURITIES, INC. (INDIANAPOLIS IN)
TX
08/06/2018 - 02/24/2021
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/19/2019 - 02/12/2021
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
CA
09/29/2017 - 07/03/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/14/2017 - 08/09/2017
FARMERS FINANCIAL SOLUTIONS, LLC (AGOURA HILLS CA)
AZ
04/28/2015 - 06/09/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
02/28/2013 - 04/15/2015
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
VA
01/02/2013 - 03/04/2013
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/18/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
08/08/2007 - 04/21/2011
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 10/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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