Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Lynn Palisin is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jessie Lynn has been in the industry since October 2019. Jessie Lynn is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7TO, Series 66, and SIE licenses. Jessie Lynn has experience working with a wide range of clients, including high-net-worth individuals, corporations, pension plans, insurance companies, and charitable organizations. Jessie Lynn's areas of expertise include portfolio management, financial planning, and pension consulting. Jessie Lynn is also able to offer educational seminars and research reports to 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.
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
SC
12/20/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBIA SC)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials 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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