Unclaimed
Jennifer Quire is a financial advisor with over 13 years of experience. Jennifer is a Certified Financial Planner and holds the Series 66, SIE and Series 7 licenses. Jennifer currently works at Wrenne Financial Planning LLC and previously worked at Northwestern Mutual Investment Services, LLC. Jennifer provides financial planning, portfolio management for individuals, and other advisory services. Jennifer has a strong track record of helping individuals achieve their financial goals and has over 139 million dollars in assets under management. Jennifer is committed to providing her clients with personalized advice and guidance to help them reach their financial objectives.
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.
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.
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2
KY
05/30/2018 - Present
Wrenne Financial Planning LLC (LEXINGTON KY)
KY
03/08/2011 - 11/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEXINGTON KY)
BOTH
Issued 07/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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