Unclaimed
Jennifer Huskey is a registered investment advisor representative with Modern Wealth Management, LLC. Jennifer has over 20 years of experience in the financial services industry. Jennifer has passed the Series 7, Series 24 and Series 66 exams. Prior to joining Modern Wealth Management, LLC, Jennifer worked at C & J Wealth Advisors. Jennifer specializes in Financial Planning, Selection of Other Advisors, and Portfolio Management for Individuals.
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.
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.
1
2
KS
07/08/2024 - Present
Modern Wealth Management, LLC (LENEXA KS)
TN
04/12/2005 - 04/30/2010
SECURITIES AMERICA, INC. (OAK RIDGE TN)
TN
03/27/2003 - 09/27/2004
CW SECURITIES, LLC (KNOXVILLE TN)
TN
04/05/2000 - 04/01/2003
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
BOTH
Issued 08/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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