Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Tanck has over 15 years of experience in the financial industry. Jennifer is currently registered with World Investment Advisors, LLC. Before that, Jennifer was a registered representative with CapFinancial Securities, LLC. Jennifer is also a certified QDRO specialist and provides consulting services to firms looking to learn more about the investment industry. Jennifer is committed to providing her clients with personalized financial advice and investment strategies to help them 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.
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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CA
11/30/2017 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
NC
04/12/2016 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
FL
09/08/2009 - 11/26/2012
LPL FINANCIAL LLC (TAMPA FL)
FL
12/15/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
FL
10/31/2008 - 12/17/2008
AIG FINANCIAL ADVISORS, INC. (SAINT PETERSBURG FL)
FL
09/12/2000 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SAINT PETERSBURG FL)
IA
Issued 12/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2016
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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