Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Anne Desimone is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with LPL Financial LLC in Colorado and Massachusetts. Jennifer previously worked with Transamerica Financial Advisors, Inc. and LaMothe & DeSimone Financial Services, Inc., both of which are registered with FINRA and the SEC. Jennifer specializes in providing financial planning, portfolio management, and other advisory services for individuals, families, and businesses. Jennifer is dedicated to helping 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
MA
11/07/2023 - Present
LPL Financial LLC (Spencer MA)
MA
01/13/2022 - 11/02/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Waltham MA)
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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