Unclaimed
Jenelle Lynn Langer is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Jenelle has been in the industry since 1998 and has a wide range of experience in providing financial planning and portfolio management services to individuals, families, and businesses. Jenelle is committed to helping her clients reach their financial goals and works closely with them to develop a personalized financial plan. She is also a Registered Representative with FINRA and is licensed to sell securities in Minnesota. Jenelle is passionate about helping people achieve financial security and believes that everyone should have access to sound financial advice.
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.
1
2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
11/03/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
03/13/2002 - 03/17/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
MN
08/05/1998 - 12/31/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 04/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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