Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Currin Gutridge is a financial advisor registered with Mercer Global Advisors Inc. in Tigard, OR, with offices in both Tigard and Denver, CO. Jennifer has been in the financial services industry since 1999 and is a Certified Financial Planner. Jennifer is currently registered as a Registered Representative (RR) with Mercer Global Advisors Inc. Jennifer is also an Investment Advisor Representative (IAR) registered in Oregon, Texas, and Nebraska. Jennifer has a wide range of experience in financial planning, portfolio management, and trust services.
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.
Trust services, estate planning, tax return preparation, consultation
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
OR
08/23/2023 - Present
Mercer Global Advisors Inc. (Tigard OR)
OR
03/12/1999 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
BOTH
Issued 08/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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