Unclaimed
Jennifer Anne Wright is a financial advisor at Lincoln Investment and Capital Analysts. Jennifer has been in the financial services industry since 1999. Jennifer is registered to offer securities and investment advisory services in Colorado, Florida, Indiana, and Maryland. Jennifer earned the Certified Financial Planner designation. Jennifer has a strong background in investment and insurance products and works with individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/25/2020 - Present
Lincoln Investment (Plant City FL)
FL
03/10/2003 - 08/17/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MIAMI FL)
MN
03/10/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/04/1999 - 08/06/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/1999 - 08/06/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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