Jessica McNeil (CRD# 7226627) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Temple Terrace, FL and has over 2 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Temple Terrace, FL | Nov 2021 - Current | 2 |
| Members Trust Company | Tampa, FL | Jan 2021 - Oct 2021 | < 1 |
| Homemaker / Student | Tampa, FL | Oct 2020 - Dec 2020 | < 1 |
| Morgan Stanley | Temple Terrace, FL | Apr 2020 - Sep 2020 | < 1 |
| Regions Bank | Riverview, FL | May 2019 - Apr 2020 | < 1 |
| Suntrust Bank | Riverview, FL | Apr 2017 - May 2019 | 2 |
| Buybuy Baby | Brandon, FL | Aug 2015 - Apr 2017 | 1 |
| Jersey College School Of Nursing | Tampa, FL | Feb 2015 - Aug 2015 | < 1 |
| Tampa Bay Technical High School | Tampa, FL | Aug 2011 - May 2015 | 3 |
| Busch Gardens | Tampa, FL | May 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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