Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Leaven miller is a financial professional with over 7 years of experience in the financial services industry. Jenna has a strong background in investment management and financial planning, having worked with several firms, including Cetera Advisor Networks LLC, Summit Brokerage Services, Inc. and LPL Financial LLC. Jenna is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Jenna specializes in a variety of areas including investments, insurance, retirement planning, and estate planning. Jenna is committed to providing her clients with personalized financial advice that meets their individual needs.
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
SC
09/22/2021 - Present
LPL Financial LLC (FORT MILL SC)
IA
02/08/2021 - 09/29/2021
CETERA ADVISOR NETWORKS LLC (WEST DES MOINES IA)
IA
07/10/2015 - 03/28/2019
SUMMIT BROKERAGE SERVICES, INC. (W Des Moines IA)
IA
10/27/2014 - 03/28/2019
CETERA ADVISORS LLC (W DES MOINES IA)
IA
10/27/2014 - 03/28/2019
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
12/16/2013 - 03/28/2019
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
07/10/2015 - 11/02/2017
GIRARD SECURITIES, INC. (W DES MOINES IA)
IA
07/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (WEST DES MOINES IA)
IA
07/10/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (West Des Moines IA)
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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