Jessica
Maillie

People'S Securities, Inc

CRD#6178975
Investment Advisor
in New York, NY
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About this Advisor

Jessica Maillie is a certified financial planner based in New York, New York. Currently an advisor with People'S Securities, Inc, they have accrued 11 years of professional experience as a financial advisor. Maillie has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Maillie is registered to operate in Connecticut. Their career trajectory has included roles at The Vanguard Group, Inc, Melmark, Susquehanna University, People'S Securities, Inc/Gerstein Fisher and People'S United Advisors, Inc. People'S Securities, Inc is based out of New York, New York, and operates out of 25 other brick-and-mortar locations in the nation. As a registered advisory firm, People'S Securities, Inc retains more than 675 people. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. People'S Securities, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

565 Fifth Avenue 27Th Floor
New York, NY 10017

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People'S Securities, Inc Brokerage Details

Total Number of Employees

675

NY Average: 35

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jessica Maillie Work History

Jessica has 11 years of experience.

2018 - Present (1 years)

People'S United Advisors, Inc

2016 - Present (3 years)

People'S Securities, Inc/Gerstein Fisher

2013 - 2016 (3 years)

The Vanguard Group, Inc

2011 - 2013 (2 years)

Melmark

2007 - 2011 (4 years)

Susquehanna University

Disclosures

Jessica Maillie has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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