Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Marie Jennett is a financial advisor in Sacramento, CA with over 13 years of experience in the industry. Carmen is registered with Osaic Wealth, Inc. and is currently licensed in Arizona, California, Florida, Idaho, Nevada, Oklahoma, and Utah. Carmen has a Series 6, Series 63, Series 65 and SIE licenses and has also worked for Woodbury Financial Services, Inc., Mutual of Omaha Investor Services, Inc. and MML Investors Services, LLC. Carmen specializes in providing financial planning, pension consulting, and educational seminars to a wide range of clients including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Carmen is also an Independent Insurance Agent and can help with dental and group disability income, disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (Sacramento CA)
CA
07/06/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Sacramento CA)
CA
09/19/2017 - 07/08/2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Sacramento CA)
CA
03/25/2017 - 08/30/2017
MML INVESTORS SERVICES, LLC (SACRAMENTO CA)
CA
09/28/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SACRAMENTO CA)
IA
Issued 12/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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