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Financial Consultant
Investment Adviser
Digital Assets Trader
Stock Broker
Jessica Lynn Catalan

Professional Stock Broker & Investment Adviser

Throughout the course of my career, I have been registered with two prestigious investment firms, passed four brokerage examinations and gotten accreditation with licenses in about 11 states in the US. Click on the button below to send a message if you're interested in effectively improving the profit accumulation percentage of your Investment portfolio.

Jessica Lynn Catalan

My Premium Services

01/

Investment Adviser

Personal Financial Consulting

03/

Investment Adviser

Family & Welfare Asset Advisory

04/

Jessica Lynn Catalan

Premium Financial Consultant & Licensed Stock Broker

1,500

Portfolios Handled

100%

Client Satisfaction

100%

FINRA

SRO Registration

100%

New York Stock Exchange

SRO Registration

100%

Nasdaq Stock Market

SRO Registration

Work Experience

LPL FINANCIAL LLC
(CRD# 6413)

2021 - Present

Stock Broker

.

WADDELL & REED
(CRD# 866)

2011 - 2021
(10 years)

Stock Broker

Jessica Lynn Catalan

Some Clients Reviews

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Trading without guidance in the financial markets is risky & quite unprofitable, I found out the hard way. Luckily enough, I stumbled across Jessica's website and contacted her; within two months, my trading portfolio & investment options started to surprisingly improve after a long streak of losses.

Anthony Robertson Software Engineer

I got in contact with Jessica through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.

Maggie PhilipsSchool Teacher

I totally enjoying working with Jessica Lynn, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.

Sally JEvent Planner

I found my way to Jessica during the COVID pandemic, I had lost so much trading at home because I had no solid background on the concept of trading & investments. Jessica literally showed me the ropes step by step, and now I can comfortably trade on my own.

Sean FergusonEstate Developer

4.9

Rating

500+

Client Reviews

Jessica Lynn Catalan

My Examinations

Series 66 - Uniform Combined State Law Examination

State Securities Law Exam

  • July 3, 2011
Series 7 - General Securities Representative Examination

General Industry/Products Exam

  • April 2, 2011
SIE - Securities Industry Essentials Examination

General Industry/Products Exam

  • Jan 10, 2018

I can effectively improve the overall financial outlook of your Investment Portfolio!

Contact Me

Let's Discuss Business

I can help assess your financial status, understand your financial goals and create a tailored financial plan to achieve those goals.

contact@jessicalynncatalan.com

Get in Touch