Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Killilea is an investment advisor representative at Johnson Brunetti and has been in the financial services industry for over 27 years. Jennifer has extensive experience in helping individuals and families achieve their financial goals. Jennifer holds a Series 6, 7, 63, 65, and 66 license, as well as the SIE exam. Jennifer is committed to providing personalized financial advice and creating a customized financial plan for each client. Jennifer has previously been registered with Securities America, Inc., CNL Securities Corp., Putnam Retail Management, Inc., TCC Securities Corporation, American Finance Group Securities Corp., MML Investors Services, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from third-party money managers
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2
MA
09/27/2023 - Present
Johnson Brunetti (Needham MA)
MA
12/13/2016 - 06/26/2017
SECURITIES AMERICA, INC. (NEEDHAM MA)
FL
09/19/2003 - 02/16/2015
CNL SECURITIES CORP. (ORLANDO FL)
MA
05/28/1997 - 07/17/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
CA
03/14/1995 - 01/17/1997
TCC SECURITIES CORPORATION (SAN FRANCISCO CA)
MA
11/10/1993 - 02/10/1995
AMERICAN FINANCE GROUP SECURITIES CORP. (BOSTON MA)
MA
08/28/1989 - 04/18/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/21/1988 - 08/17/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/21/1988 - 08/17/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/1993
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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