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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Pasquale is a financial advisor at Curi RMB Capital, LLC, based in Chicago, IL. Jessica has been in the financial services industry since 2014, and has experience working with various clients, including high-net-worth individuals, businesses, and investment companies. Jessica is a Certified Financial Planner™ professional and holds Series 7 and 66 licenses, along with the SIE. Jessica is committed to providing personalized financial planning and investment management services to her clients.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/24/2024 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NC
06/03/2020 - 10/15/2021
CETERA INVESTMENT SERVICES LLC (RALEIGH NC)
NC
08/06/2015 - 02/25/2020
FIRST CITIZENS INVESTOR SERVICES, INC. (Raleigh NC)
NC
02/24/2014 - 07/24/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
BOTH
Issued 04/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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