Jessica Callahan (CRD# 4064315) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, CT and has over 2 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | Columbia, CT | Oct 2021 - Current | 2 |
| Unemployed | Columbia, CT | Jun 2021 - Oct 2021 | < 1 |
| Voya | Windsor, CT | Sep 2014 - Jun 2021 | 6 |
| Voya Financial Advisors | Windsor, CT | Sep 2014 - Jun 2021 | 6 |
| Voya Financial Partners | Windsor, CT | Sep 2014 - Jun 2021 | 6 |
| Voya America Equities | Windsor, CT | Sep 2014 - Jun 2021 | 6 |
| Directed Services, LLC | Windsor, CT | Jan 2014 - Jun 2021 | 7 |
| Voya Retirement Advisors | Windsor, CT | Sep 2014 - Sep 2016 | 2 |
| Ing Financial Partners | Windsor, CT | Jan 2014 - Aug 2014 | < 1 |
| Ing Financial Advisers | Windsor, CT | Jan 2014 - Aug 2014 | < 1 |
| Ing Investment Advisors | Windsor, CT | Jan 2014 - Aug 2014 | < 1 |
| Ing America Equities | Windsor, CT | Jan 2014 - Aug 2014 | < 1 |
| Ing | Hartford, CT | Nov 2000 - Aug 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CT
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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