Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Lake Willinghan is an investment advisor representative with Harbor Investment Advisory, LLC. Jessie is licensed in 35 states and has been in the industry since July 2021. Jessie is qualified to provide financial planning, pension consulting and selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
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MD
09/13/2021 - Present
Harbor Investment Advisory, LLC (LUTHERVILLE MD)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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