Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Allyn McKinnon is an Investment Advisor Representative at Prosperity - An EisnerAmper Company with over 20 years of experience in the financial services industry. Jennifer McKinnon is licensed to provide investment advisory services in numerous states, including North Carolina, Maryland, and many others. She is a Certified Financial Planner™ and holds Series 7 and 66 licenses. Jennifer McKinnon has experience in financial planning, portfolio management, and pension consulting. Her approach is personalized and tailored to meet the unique needs of each client.
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.
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
MD
08/07/2024 - Present
Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)
NC
10/25/2019 - 08/19/2024
AVANTAX INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
07/08/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (RALEIGH NC)
NJ
02/13/2007 - 06/20/2008
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
CT
05/23/1995 - 01/05/1996
ADVEST, INC. (HARTFORD CT)
NY
05/11/1993 - 03/01/1995
SERFIN SECURITIES,INC. (NEW YORK NY)
NY
03/13/1992 - 02/02/1993
ABACO INTERNATIONAL CORPORATION (NEW YORK NY)
BOTH
Issued 03/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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