Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Casey is a financial advisor at Creative Planning, with over 20 years of experience in the industry. Jennifer is a Certified Financial Planner and holds the Series 7, 63 and 65 licenses. Jennifer is also a member of the board of directors at GiGi's Playhouse, a non-profit organization that provides free educational and therapeutic programs to individuals with Down Syndrome and their families. Jennifer provides financial planning, portfolio management and educational seminars to a variety of clients including individuals, families, businesses, trusts and foundations.
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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IL
01/10/2019 - Present
Creative Planning (CHICAGO IL)
IL
03/03/2000 - 09/05/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
05/25/1988 - 03/28/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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