Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Christa Bennett is a financial advisor registered with the state of Florida. Jennifer is an active investment advisor representative associated with Trajan Wealth, LLC, a financial advisor headquartered in Scottsdale, Arizona. Jennifer is also an insurance agent, and her professional experience includes working for Fisher Investments, Personal Capital Advisors Corporation, Empower Advisory Group, LLC, and Trajan Wealth, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
FL
05/10/2023 - Present
Trajan Wealth, LLC (ST. AUGUSTINE FL)
IA
Issued 05/22/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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