Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Hokanson is a financial advisor with LPL Financial LLC, located in Joelton, TN. Jenna is registered with the state of Tennessee as an Investment Advisor Representative, and also has her Series 7, 9, 66 and SIE licenses. Jenna has been working in the financial services industry since August 2015, and previously worked for UBS Financial Services Inc. Jenna has a strong track record of success in helping individuals and families achieve their financial goals. Jenna is also a Certified Financial Planner.
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.
1
2
TN
03/27/2024 - Present
LPL Financial LLC (Joelton TN)
TN
08/24/2015 - 03/25/2024
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jenna Hokanson is the right advisor for you? Invested Better is here to help.
