Jessica Serrano (CRD# 7797192) is an Investment Advisor Representative working at Fyooz Financial Planning in Castaic, CA and has 1 year of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fyooz Financial Planning | Castaic, OR | Jun 2022 - Current | 1 |
| California State University, Northridge | Los Angelas, CA | Aug 2021 - Jun 2023 | 1 |
| Chi Chi's | Saugus, CA | Nov 2019 - Mar 2023 | 3 |
| Saugus Animal Hospital | Saugus, CA | Oct 2017 - Nov 2019 | 2 |
| College Of The Canyons | Santa Clarita, CA | Aug 2018 - Jun 2019 | < 1 |
| Hart High School | Newhall, CA | Aug 2014 - Jun 2018 | 3 |
| Placerita Junior High School | Newhall, CA | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$124,952
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, MN, NY, OR
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.