Unclaimed
Jennifer Dever is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been working in the financial services industry since 2003. Jennifer is licensed to provide financial advice in 34 states and has a Series 7, Series 24, and Series 63 license. Jennifer is a Certified Financial Planner (CFP) and has a variety of designations and licenses, including Certified Retirement Counselor (CRC) and Accredited Investment Fiduciary (AIF) designations. Jennifer has held positions with Mark I. Bass, CFP; Cetera Advisors LLC; Pennington, Bass & Associates; and Cetera Investment Advisers LLC. Jennifer works with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations and other businesses. Jennifer offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (LUBBOCK TX)
GA
08/12/2003 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BC
Issued 1/9/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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