Jessica M. Socolovitch
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jessica Marie Socolovitch, who also goes by Jessica Socolovitch, was a registered financial professional .
Jessica is a previously registered financial professional and started their career in finance in 2017. Jessica had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 9, 2022 - December 31, 2024
WEALTH PERSONAL
October 22, 2019 - June 16, 2022
BANKERS LIFE ADVISORY SERVICES, INC.
March 16, 2017 - June 16, 2022
BANKERS LIFE SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
WEALTH PERSONAL
CRD#: 144800 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 17,811,907 |
Red Flags
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