Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Royston is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessica has been in the industry for 15 years and has a diverse range of experience. Jessica has worked at several firms, including Morgan Stanley and LPL Financial. Jessica holds the Series 66, Series 7 and SIE licenses. Jessica is registered to provide investment advice in 36 states and the District of Columbia. Jessica has worked with a variety of clients, including individuals, corporations, pension and profit sharing plans, insurance companies, and charitable organizations. Jessica is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
06/03/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSFORD NY)
NY
05/04/2018 - 05/03/2019
LPL FINANCIAL LLC (PITTSFORD NY)
NY
03/03/2017 - 05/07/2018
MORGAN STANLEY (NEW YORK NY)
NY
11/21/2008 - 03/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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