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# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 6139451
Lincoln Financial Advisors Corporation
| 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, TX
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