Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Parrella is a financial advisor at Osaic Wealth, Inc. Jessica has been in the financial services industry since June 2008, offering investment advisory services to individuals and families. Jessica holds Series 6, 7, 24, 63, and 66 licenses. Jessica is registered to offer investment advisory services in 12 states: Connecticut, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Virginia, and Washington. Jessica is also a licensed insurance agent. Jessica is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
09/01/2023 - Present
Osaic Wealth, Inc. (Windham NH)
NH
06/13/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Windham NH)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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