Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer MacKay is a financial advisor who has been in the industry since 2004. Jennifer is registered with LPL Financial LLC and is currently licensed in Virginia. Jennifer has a strong track record of success, and she is committed to providing her clients with personalized financial advice and guidance. Jennifer has experience working with individuals, families, and businesses. She specializes in retirement planning, investment management, and estate planning. Jennifer is a highly qualified and experienced financial advisor.
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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2
CA
04/24/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
VA
10/15/2019 - 01/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORFOLK VA)
VA
01/02/2018 - 08/06/2019
BB&T SECURITIES, LLC (NORFOLK VA)
VA
09/05/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (NORFOLK VA)
VA
07/26/2007 - 08/18/2014
SUNTRUST INVESTMENT SERVICES, INC. (NEWPORT NEWS VA)
VA
10/13/2006 - 06/22/2007
WACHOVIA SECURITIES, LLC (VIRGINIA BEACH VA)
VA
09/01/2004 - 08/09/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
IA
Issued 08/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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