Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jagodzinski is a financial advisor with over 13 years of experience in the financial services industry. Jennifer is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with CETERA INVESTMENT SERVICES LLC and LPL FINANCIAL LLC. Jennifer holds multiple licenses including Series 6, 7TO, 63 and 66 and has passed the Securities Industry Essentials Examination (SIE). Jennifer specializes in providing investment advice and portfolio management for individuals, businesses, and institutions. Jennifer is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
08/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Ann Arbor MI)
MI
05/09/2019 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (MONROE MI)
MI
10/11/2011 - 05/20/2019
LPL FINANCIAL LLC (MONROE MI)
MI
12/11/2009 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MONROE MI)
BOTH
Issued 06/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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