Unclaimed
Jennifer Ann Brown is a financial advisor with LPL Financial LLC. Jennifer has been in the financial services industry since 2006. She has passed several industry exams including the Series 7, Series 6, Series 24, and Series 26. Previously, Jennifer worked for MML Investors Services, LLC, MSI Financial Services, Inc., VOYA Financial Advisors, Inc., and New England Securities. Jennifer specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
1
2
SC
07/06/2017 - Present
LPL Financial LLC (FORT MILL SC)
MA
03/25/2017 - 04/13/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
01/06/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
IA
04/02/2014 - 12/18/2015
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
12/22/2011 - 04/08/2014
METLIFE SECURITIES INC. (WEST DES MOINES IA)
IA
07/17/2006 - 04/08/2014
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
07/17/2006 - 09/21/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)
BC
Issued 06/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/23/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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