Unclaimed
Jenna Rose Riley is an active financial advisor with over 10 years of experience in the industry. Jenna is currently registered as a Registered Representative with Cetera Investment Advisers LLC. She is also registered with the states of Indiana, Florida, and Michigan, and offers investment advisory services. Jenna has a background with VOYA FINANCIAL ADVISORS, INC., as well. In addition to her experience as an investment advisor, Jenna is also a fixed insurance agent and the owner of RILEY PLANNING & INVESTMENTS. Jenna is committed to providing personalized financial advice to her clients.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (GRAND RAPIDS MI)
MI
09/05/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Wyoming MI)
BOTH
Issued 10/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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