Unclaimed
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 and registered principal at Cetera Investment Advisers LLC. Jennifer has over 12 years of experience in the financial services industry. Jennifer is a licensed professional with licenses for Series 7, 99TO, SIE and 66. Prior to joining Cetera Investment Advisers LLC Jennifer worked for LPL Financial LLC, Independent Financial Group, LLC and First Allied Securities, Inc.. Jennifer also works as a contract driver for Lyft. Jennifer is a licensed professional in the state of California and holds a series 24 license for securities principals. Jennifer is qualified to offer investment advice and securities services in California.
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 4/4/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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