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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Calvi Price is a financial advisor with Creative Planning in Overland Park, Kansas. Jennifer has been in the financial services industry since 2010. Jennifer is a CERTIFIED FINANCIAL PLANNER™ and has passed the Series 7, Series 66, and SIE exams. Jennifer has worked with high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations and pooled investment vehicles. Jennifer has experience working with clients in Kansas and Texas.
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.
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KS
04/01/2020 - Present
Creative Planning (Overland Park KS)
TX
08/26/2010 - 10/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
BOTH
Issued 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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