Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Harmer is a financial advisor with Principal Securities, Inc. Jennifer has been in the industry since December 26, 2002. Jennifer is currently registered in Pennsylvania and has a Series 6, Series 63, and SIE. Jennifer has previously worked for Empower Financial Services, Inc., Lincoln Financial Advisors Corporation, and Vanguard Marketing Corporation. Jennifer specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
10/19/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
CO
06/24/2021 - 08/24/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IN
03/26/2015 - 06/14/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/18/2010 - 03/28/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/12/1998 - 07/02/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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