Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Cerra Vawter is a financial advisor with over 14 years of experience in the financial industry. Jennifer is currently registered with Osaic Wealth, Inc. and has previously worked with other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Independent Financial Group, LLC, Taylor Capital Management Inc., Ameriprise Financial Services, Inc., Next Financial Group, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Jennifer offers a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Jennifer's areas of expertise include retirement planning, investment management, and estate planning.
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.
1
2
AZ
01/04/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/09/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/09/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/09/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
12/09/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/09/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
08/14/2017 - 12/01/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
FL
03/29/2016 - 05/09/2017
TAYLOR CAPITAL MANAGEMENT INC. (Melbourne FL)
FL
03/14/2013 - 04/16/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
08/07/2012 - 01/30/2013
NEXT FINANCIAL GROUP, INC. (MELBOURNE FL)
FL
10/23/2009 - 02/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
FL
02/07/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELBOURNE FL)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Vawter is the right advisor for you? Invested Better is here to help.
