Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Defries is an investment advisor representative who has been working in the industry since 2006. She is currently registered with IPI Wealth Management, Inc. and has previously worked with several other firms including First Allied Securities, Inc., Investment Planners, Inc., Royal Alliance Associates, Inc., First Midwest Securities, Inc., MML Investors Services, Inc., Northwestern Mutual Investment Services, LLC, MidSouth Capital, Inc. and Prudential Securities Incorporated. Jennifer holds the Series 7, Series 24, Series 63, Series 66, Series 99TO and SIE licenses. Jennifer specializes in financial planning, educational seminars, portfolio management for individuals and businesses, 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.
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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2
IL
01/02/2020 - Present
IPI Wealth Management, Inc. (Bloomington IL)
IL
08/02/2019 - 10/08/2019
FIRST ALLIED SECURITIES, INC. (NORMAL IL)
IL
09/08/2016 - 07/16/2019
INVESTMENT PLANNERS, INC. (DECATUR IL)
IL
03/05/2015 - 08/04/2015
ROYAL ALLIANCE ASSOCIATES, INC. (BLOOMINGTON IL)
IL
03/26/2010 - 07/01/2015
FIRST MIDWEST SECURITIES, INC. (BLOOMINGTON IL)
MD
03/31/2006 - 12/31/2007
MML INVESTORS SERVICES, INC. (BRYANTOWN MD)
WI
12/16/2004 - 08/04/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
GA
12/10/2002 - 11/21/2003
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
NY
04/26/2000 - 11/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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