Unclaimed
Jessyca R. Miller is a financial advisor who has been working in the industry since April 22, 2000. Jessyca is currently registered with LPL Financial LLC and has been with the firm since August 25, 2015. Jessyca has worked with several other firms in the past, including BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., Guaranty Brokerage Services, Inc., Capital Brokerage Corporation, and Allfirst Brokerage Corporation.
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
TX
08/25/2015 - Present
LPL Financial LLC (FT. WORTH TX)
TX
05/16/2013 - 08/24/2015
BBVA SECURITIES INC. (FORT WORTH TX)
TX
02/08/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FT. WORTH TX)
TX
07/30/2001 - 12/24/2009
GUARANTY BROKERAGE SERVICES, INC. (HURST TX)
VA
07/12/2001 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MD
01/04/2000 - 05/07/2001
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 06/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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