Jessie Morotto (CRD# 6774735) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 6 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Milford, CT | Jul 2021 - Current | 2 |
| Brian Skinner | Hamden, CT | Mar 2018 - Current | 6 |
| Waddell & Reed, Inc. | Milford, CT | Jul 2017 - Current | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Wallingford, CT | Jul 2017 - Current | 6 |
| Brian Skinner And Associates, LLC | Hamden, CT | Apr 2017 - Current | 7 |
| Philip Prata Agency | Middletown, CT | Aug 2014 - Current | 9 |
| Brian Skinner- Waddell & Reed | Hamden, CT | Apr 2017 - Jul 2017 | < 1 |
| Brian Skinner-waddell & Reed | Hamden, CT | Apr 2017 - Jul 2017 | < 1 |
| Philip Prata Agency | Middletown, CT | Jan 2014 - Apr 2017 | 3 |
| American Income Life | Middletown, CT | Feb 2014 - Jan 2017 | 2 |
| N/a | Waterbury, CT | Jan 2008 - Apr 2016 | 8 |
| Piano Teaching | Waterbury, CT | May 2007 - Apr 2016 | 8 |
| Macys | Waterbury, CT | Nov 2013 - Jan 2015 | 1 |
| Maycs | Waterbury, CT | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- CT
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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