Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Callaham is an Investment Advisor Representative at LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Jessica has a strong track record in providing investment advice and financial planning services to individuals and corporations. She is registered with the state of Georgia and holds Series 66, Series 7TO and SIE licenses. Her focus is on providing personalized financial planning, investment management, and retirement planning services.
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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GA
01/11/2023 - Present
LPL Financial LLC (ATLANTA GA)
BOTH
Issued 12/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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