Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Gage is a financial professional with over 20 years of experience in the industry. Jennifer has a strong track record of providing financial planning and investment advice to individuals and businesses. Jennifer holds Series 6, 7, and 63 licenses and is also a Certified Financial Planner. Jennifer is currently registered with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Jennifer has previously worked with a number of other financial institutions including Kestra Investment Services, LLC, Stancorp Equities, Inc., and Diversified Investors Securities Corp. Jennifer specializes in providing financial planning and investment advice to individuals and businesses. Jennifer also has experience in providing pension consulting, educational seminars, and selection of other advisors.
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.
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.
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.
A percentage of assets under advisement
1
2
OH
03/25/2020 - Present
Cbiz Financial Solutions, Inc. (CLEVELAND OH)
AZ
08/26/2015 - 03/27/2020
KESTRA INVESTMENT SERVICES, LLC (Phoenix AZ)
CA
04/05/2012 - 08/03/2015
STANCORP EQUITIES, INC. (IRVINE CA)
MA
11/19/2008 - 04/03/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (NEEDHAM MA)
MA
04/16/2004 - 10/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
WI
09/05/2003 - 04/05/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MO
07/01/2003 - 08/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/08/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WI
12/10/1998 - 07/19/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
12/10/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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