Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Sinopoli is a financial advisor with LPL Financial LLC. Jessica is based in Latham, New York. She is registered as a Registered Representative and Investment Advisor Representative. Jessica has been a financial professional since 2021. She has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Jessica provides a range of financial services including financial planning, portfolio management, and investment consulting. She is also a registered representative and investment advisor representative. Jessica previously worked at CETERA INVESTMENT SERVICES LLC.
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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2
NY
05/06/2022 - Present
LPL Financial LLC (LATHAM NY)
NY
05/10/2021 - 04/08/2022
CETERA INVESTMENT SERVICES LLC (LATHAM NY)
IA
Issued 09/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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