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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 Ann Pena is a financial advisor at Kestra Advisory Services, LLC. Jennifer Ann Pena has been in the industry since 2015. Jennifer Ann Pena holds the Series 66, Series 7 and SIE licenses. Jennifer Ann Pena is also a Certified Financial Planner. Jennifer Ann Pena has been registered with Kestra Advisory Services, LLC since 2020. Jennifer Ann Pena provides financial planning and investment advisory services to individuals, high-net-worth individuals, businesses, and pension plans. Jennifer Ann Pena specializes in retirement planning, college savings, and estate planning. Jennifer Ann Pena is also a co-president of Pursuit Wealth Planning, which is a subsidiary of Kestra Advisory Services, LLC. Jennifer Ann Pena also provides firm management duties for Pursuit, LLC. Jennifer Ann Pena is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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
TX
01/29/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CO
10/14/2015 - 01/31/2020
SAGEPOINT FINANCIAL, INC. (LITTLETON CO)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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