Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Jensen is a financial advisor with over 15 years of experience in the industry. Gavin is registered with LPL Financial LLC and holds Series 6, 63, and 65 licenses. Gavin has worked with various firms in the past, including PLANMEMBER SECURITIES CORPORATION and GREAT AMERICAN ADVISORS, INC. Gavin has experience in providing a variety of services to clients, including financial planning, portfolio management, and consulting. Gavin is committed to helping clients achieve their financial goals and works closely with them to develop a personalized financial plan. Gavin believes in providing clients with a high level of service and strives to build long-term relationships.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
04/03/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
07/26/2010 - 05/03/2023
PLANMEMBER SECURITIES CORPORATION (Scottsdale AZ)
OH
05/19/2008 - 08/04/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
Issued 05/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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