Unclaimed
Jennifer Barrios is a registered representative with LPL Financial LLC. Jennifer is a securities professional with experience in the financial services industry. Jennifer is registered with the state of Nevada as an investment advisor representative. Jennifer has been in the securities industry since December 2015 and has worked with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors Inc. in the past. Jennifer has passed the Series 63, Series 66 and Series 7 exams, and has the Securities Industry Essentials Examination (SIE). Jennifer's previous employers include Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors Inc.. Jennifer has worked in the financial services industry since 2014 and has experience in investment-related activities. Jennifer's current registrations include the state of Nevada as an investment advisor representative and a registered representative. Jennifer is located in Las Vegas, Nevada and offers investment-related consulting, portfolio management for individuals and businesses, financial planning, 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.
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.
1
2
NV
02/03/2021 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
02/04/2016 - 08/27/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAS VEGAS NV)
NV
06/08/2015 - 12/18/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BOTH
Issued 11/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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