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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 Casselberry is an investment advisor representative with Cetera Investment Advisers LLC, and has over 11 years of experience in the industry. Jennifer is registered with FINRA and the state of California. She holds a Series 7, 99, 24, and 66 license. Jennifer is also a licensed insurance agent in the state of California. Jennifer's previous employment includes Independent Financial Group, LLC, First Allied Securities, Inc., and LPL Financial LLC. Jennifer Casselberry is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
05/26/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/03/2017 - 05/17/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
07/01/2011 - 07/25/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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