Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Wilcoxen is a financial professional with Cetera Investment Advisers LLC. Jennifer has over 18 years of experience in the financial industry. Jennifer holds FINRA Series 7, 24, 52, 53 and 66 licenses and is registered in 13 states. Jennifer specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Jennifer is committed to 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.
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
IL
01/03/2024 - Present
Cetera Investment Advisers LLC (CRYSTAL LAKE IL)
BOTH
Issued 9/1/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/3/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 5/22/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Wilcoxen is the right advisor for you? Invested Better is here to help.
