Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Diane Smith is an advisor at LPL Financial LLC and has been working in the financial industry since 2015. Jennifer holds a Series 6, Series 63 and Series 6TO licenses. Jennifer has experience working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Jennifer is located in Scottsdale, Arizona. Previously, Jennifer worked at BMO HARRIS FINANCIAL ADVISORS, INC. in Scottsdale, Arizona.
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
AZ
12/19/2022 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
08/19/2015 - 07/13/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
BC
Issued 02/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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