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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 Dexter Dipietro is a financial advisor with LPL Financial LLC. Jennifer has been in the financial services industry since 2000. She has a wide range of experience in the financial services industry, including working with individual investors, corporations, and charitable organizations. Jennifer's specializations include financial planning, portfolio management, and retirement planning. She is licensed to sell securities in Connecticut and Virginia. She holds Series 7, 10, 24 and 66 licenses.
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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2
CT
11/30/2022 - Present
LPL Financial LLC (WATERBURY CT)
CT
10/11/2011 - 01/15/2014
LPL FINANCIAL LLC (WALLINGFORD CT)
NC
08/01/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
03/08/2006 - 07/13/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
04/13/2000 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 09/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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