Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Abbott is a financial advisor with over 10 years of experience in the industry. Jennifer is currently registered with LPL Financial LLC, a firm that provides financial planning and advisory services to individual, business, and institutional clients. Jennifer is licensed to offer securities and investment advisory services in New York. Prior to joining LPL Financial LLC, Jennifer was employed by M&T Securities, Inc., where she gained valuable experience in the financial services industry. Jennifer holds the Series 6, SIE, and Series 63 licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
05/23/2022 - Present
LPL Financial LLC (ROCHESTER NY)
NY
06/17/2015 - 12/08/2021
LPL FINANCIAL LLC (ROCHESTER NY)
NY
10/27/2011 - 05/04/2015
M&T SECURITIES, INC. (ROCHESTER NY)
NY
07/27/2009 - 11/03/2010
M&T SECURITIES, INC. (ROCHESTER NY)
BC
Issued 10/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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