Unclaimed
Jennifer Carol Lowden is a financial advisor who has been in the industry since September 18, 2010. Jennifer is currently registered with LPL Financial LLC in Quarryville, PA and Pottstown, PA. Jennifer is a registered representative and investment advisor representative. She has passed Series 6, 7TO, 26, and 66 exams. Jennifer has previously worked with LPL Financial LLC in West Chester, PA, and with Pruco Securities, LLC. in Jacksonville, FL. Jennifer provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Jennifer also performs consulting and other non-discretionary advisory services.
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
PA
05/29/2019 - Present
LPL Financial LLC (QUARRYVILLE PA)
PA
11/14/2018 - 05/24/2019
LPL FINANCIAL LLC (WEST CHESTER PA)
FL
09/13/2005 - 11/12/2013
PRUCO SECURITIES, LLC. (JACKSONVILLE FL)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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