Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Daknis has been in the financial industry since 1999. She has experience in providing investment advice to a wide range of clients, including individuals, families, trusts, businesses, and retirement plans. Jennifer currently works with LPL Financial LLC, and has previously worked with MICG Investment Management, LLC, First Union Securities, Inc., and First Investors Corporation. Jennifer holds multiple FINRA licenses, including Series 7, Series 6, Series 31, and Series 63, along with the SIE, and a Series 65 for investment advisor licensing. Jennifer is registered to provide investment advice in multiple states. Jennifer also holds several non-variable insurance licenses and offers insurance products as well.
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
VA
01/22/2009 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
09/11/2000 - 02/17/2009
MICG INVESTMENT MANAGEMENT, LLC (NEWPORT NEWS VA)
MO
04/27/2000 - 08/25/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
09/01/1999 - 04/19/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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