Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Whisenant is a financial advisor with over 17 years of experience in the financial services industry. Jennifer is registered with LPL Financial LLC and has held previous roles at Raymond James Financial Services, Inc.. Jennifer is a Series 66, Series 7, Series 9, and Series 10 licensed professional. Jennifer provides financial planning and investment advice to individuals and families. Jennifer's experience and qualifications make her well-suited to help clients 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.
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
NC
06/14/2017 - Present
LPL Financial LLC (GREENSBORO NC)
NC
07/18/2005 - 06/15/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBORO NC)
BOTH
Issued 10/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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