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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 E. Stevens is a financial advisor with over 13 years of experience in the industry. Jennifer is currently registered with Captrust and holds Series 6, 63 and 65 licenses. Jennifer also holds the SIE license. Jennifer provides financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Jennifer has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and other investment advisors. Previously Jennifer worked for CAMMACK LARHETTE BROKERAGE, INC. and CAMMACK LARHETTE ADVISORS, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
03/11/2021 - Present
Captrust (Boston MA)
MA
03/31/2008 - 07/07/2021
CAMMACK LARHETTE BROKERAGE, INC. (Wellesley MA)
IA
Issued 06/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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