Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Rhoades is a financial advisor with LPL Financial LLC. She has been in the industry since March 20, 2017, and has a strong track record of success in helping clients reach their financial goals. Jessica is licensed to sell securities in Indiana and has a Series 7, 6, 63, and 66 license. Jessica is committed to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them achieve their financial dreams. She is passionate about helping people understand their financial options and make informed decisions about their money.
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.
1
2
IN
11/28/2023 - Present
LPL Financial LLC (ANDERSON IN)
IN
06/13/2023 - 11/27/2023
PRUCO SECURITIES, LLC. (Fishers IN)
IN
11/17/2020 - 06/08/2023
J.P. MORGAN SECURITIES LLC (MUNCIE IN)
IN
07/25/2016 - 03/26/2020
J.P. MORGAN SECURITIES LLC (YORKTOWN IN)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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