Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Quigley is an investment advisor representative at Creative Planning. Jennifer has over 20 years of experience in the financial services industry. Jennifer holds the Series 6, 7, 63, and 65 licenses. Jennifer is a Certified Financial Planner. Jennifer specializes in providing financial planning, portfolio management, and pension consulting services. Jennifer has been with Creative Planning since 2021. Jennifer's previous experience includes roles at Capitol Securities Management, Inc. and FSC Securities Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
04/20/2021 - Present
Creative Planning (MCLEAN VA)
VA
10/04/2005 - 07/31/2013
CAPITOL SECURITIES MANAGEMENT, INC. (MCLEAN VA)
NJ
02/14/2003 - 10/01/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
VA
01/17/2003 - 05/13/2003
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
GA
03/30/2000 - 01/05/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
06/14/1999 - 09/22/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jennifer Quigley is the right advisor for you? Invested Better is here to help.
