Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Denise Yahne is a financial advisor with Osaic Wealth, Inc. Jennifer has been in the industry since 1998 and has experience in a variety of financial services roles. Jennifer has a strong commitment to providing her clients with personalized financial advice and solutions. Jennifer is dedicated to helping her clients achieve their financial goals.
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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2
IN
09/01/2023 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
09/08/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (INDIANAPOLIS IN)
IN
01/22/2004 - 09/12/2016
QUESTAR CAPITAL CORPORATION (NOBLESVILLE IN)
CO
11/14/2001 - 11/05/2002
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
IN
11/17/2000 - 11/02/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IN
01/21/1999 - 10/05/2000
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
10/04/1996 - 09/30/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/04/1996 - 09/30/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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