Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Evans is a registered representative at Transamerica Financial Advisors, Inc. Jennifer has a Series 63 license and Series 6TO and SIE certifications. Jennifer is licensed to offer investment advice in Utah. Jennifer has 4 years of experience in the financial services industry. The firm, Transamerica Financial Advisors, Inc. manages over $1 billion in assets for both individuals and businesses. They specialize in providing financial planning and portfolio management services to a range of clients, including individuals, businesses, and institutions. Jennifer's areas of expertise include financial planning and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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UT
04/08/2024 - Present
Transamerica Financial Advisors, Inc. (SOUTH JORDAN UT)
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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