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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 Williams is a financial advisor with LPL Financial LLC. Jennifer has been in the financial services industry for over 10 years and holds the Series 63, Series 65, Series 7TO, and SIE licenses. Jennifer is also a Certified Financial Planner. She provides a range of financial services including portfolio management, financial planning, and consulting. Jennifer has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Jennifer is based in Laconia, New Hampshire and has a branch office in Gilford, New Hampshire.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NH
03/16/2023 - Present
LPL Financial LLC (LACONIA NH)
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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