Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jena? Claim Your ProfileJena Reinheimer is a Registered Investment Advisor representative at Avantax Planning Partners, Inc. She is a resident of Seven Fields, PA and is active in IA and PA. Jena holds a Series 65 license, which she passed in December 2022. Jena has been working in the financial industry since May 2022. Prior to joining Avantax Planning Partners, Jena worked at GA Investment Management. Jena has a diverse background having worked in the hospitality and education industries. Jena specializes in providing financial planning services to individuals, businesses and pension plans.
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.
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
PA
06/13/2024 - Present
Avantax Planning Partners, Inc. (Seven Fields PA)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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