Unclaimed
Jenifer Connors is a financial advisor with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. Jenifer has been in the financial industry since 2015 and is registered in 27 states, including Texas, Nebraska, New Jersey and New York. Jenifer specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jenifer Connors is a highly experienced financial advisor with a proven track record of success in helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
BOTH
Issued 09/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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