Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Burkholder is a financial advisor with LPL Financial LLC. Jennifer has been in the financial services industry since 2006. She has a wide range of experience in providing financial advice to individuals, families, and businesses. Jennifer is committed to helping her clients achieve their financial goals. Jennifer holds the Series 7, 63, and 65 securities 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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MI
05/18/2022 - Present
LPL Financial LLC (Benton Harbor MI)
MI
08/23/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Stevensville MI)
MI
09/27/2017 - 05/10/2018
J.J.B. HILLIARD, W.L. LYONS, LLC (ST. JOSEPH MI)
MI
06/21/2016 - 10/03/2017
PFS INVESTMENTS INC. (PORTAGE MI)
WV
05/08/2014 - 06/30/2014
PNC INVESTMENTS (MORGANTOWN WV)
MI
05/01/2009 - 06/29/2012
CUSO FINANCIAL SERVICES, L.P. (ST. JOSEPH MI)
MI
01/01/2008 - 04/29/2009
WACHOVIA SECURITIES, LLC (ST. JOSEPH MI)
MI
10/15/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. JOSEPH MI)
SC
01/02/2003 - 11/13/2007
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
03/07/2002 - 12/31/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 10/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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