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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer A. Wilcoxen is a financial advisor with Cetera Investment Advisers LLC, working in both Crystal Lake, IL, and Dallas, TX. Jennifer has been in the financial services industry since 2011. Jennifer is a registered representative in Illinois and Texas and also an Investment Advisor Representative in Illinois and Texas. Jennifer has passed several professional exams including Series 7, Series 66, Series 24, Series 52 and Series 53. Jennifer is also a registered principal with Cetera Investment Advisers LLC. Jennifer specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Jennifer is committed to helping her 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.
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2
IL
01/03/2024 - Present
Cetera Investment Advisers LLC (CRYSTAL LAKE IL)
BOTH
Issued 09/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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