Unclaimed
Jennifer Lemassena is a registered investment advisor representative with Cetera Investment Advisers LLC in North Royalton, Ohio. Jennifer has been in the financial services industry since 1996 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Jennifer also has experience in portfolio management, financial planning, 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.
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.
1
2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH ROYALTON OH)
OH
09/29/2006 - 01/23/2009
ROBERT W. BAIRD & CO. INCORPORATED (CLEVELAND OH)
OH
03/31/1998 - 10/11/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
07/17/1996 - 04/06/1998
RONEY & CO. L.L.C. (DETROIT MI)
FL
04/25/1996 - 07/17/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 8/2/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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