Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennefer? Claim Your ProfileJennefer Walsh is a financial advisor registered with Vanderbilt Advisory Services. Jennefer is also a registered investment advisor with Walsh Financial Solutions, LLC. Jennefer has been in the industry since 2003 and has a diverse background in financial planning and investment management. Jennefer has earned the Certified Financial Planner designation and holds Series 7 and Series 66 licenses.
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.
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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NY
09/22/2022 - Present
Vanderbilt Advisory Services (WOODBURY NY)
CO
07/16/2003 - 09/29/2022
LPL FINANCIAL LLC (LAKEWOOD CO)
BOTH
Issued 01/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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