Unclaimed
Jenna Lucille Biancavilla is a financial professional with over 10 years of experience. Jenna has worked for several firms, including Berthel, Fisher & Company Financial Services, Inc., Next Financial Group, Inc., and 17 Capital Partners, LLC. Jenna is registered with the state of Arizona as an Investment Advisor Representative (IAR). Jenna specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. She is dedicated to helping clients achieve their financial goals through personalized advice and strategies.
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.
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2
AZ
03/30/2016 - Present
17 Capital Partners, LLC (PHOENIX AZ)
AZ
01/14/2013 - 03/15/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Phoenix AZ)
AZ
08/17/2012 - 01/14/2013
NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)
AZ
08/06/2010 - 08/20/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHEONIX AZ)
BOTH
Issued 11/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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