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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 Brunner is a financial advisor in Scottsdale, Arizona. Jennifer Brunner is registered with Osaic Wealth, Inc. Jennifer Brunner has 23 years of experience in the financial services industry. Jennifer Brunner holds a Series 6, Series 7, Series 24, Series 52, Series 53 and Series 63 license.
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
AZ
01/19/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WI
05/22/2018 - 06/14/2024
SECURITIES AMERICA, INC. (APPLETON WI)
WI
05/10/2004 - 04/24/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
12/11/2003 - 04/24/2018
SII INVESTMENTS, INC. (APPLETON WI)
MN
10/18/2000 - 11/04/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 04/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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