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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 Christian Murtie is an Investment Advisor Representative with Ballentine Partners, located in Waltham, MA. Jennifer is licensed to provide investment advisory services in Florida, Massachusetts and New Hampshire. She has been in the financial services industry since 2004 and has experience working with high net worth individuals, charitable organizations, and pooled investment vehicles. Jennifer specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
Project fees
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MA
11/07/2019 - Present
Ballentine Partners (Waltham MA)
IA
Issued 11/07/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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