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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 Elena Moran is an investment advisor representative registered with Commonwealth Financial Network. Jennifer has been active in the financial services industry since 2005. Jennifer has been with Commonwealth Financial Network since 2020 and has previously held positions at Ameriprise Financial Services, LLC and Royal Alliance Associates, Inc. Jennifer holds Series 6, 7, 63 and 66 licenses. Jennifer specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/19/2020 - Present
Commonwealth Financial Network (Framingham MA)
MA
08/08/2013 - 06/25/2020
AMERIPRISE FINANCIAL SERVICES, LLC (WESTBOROUGH MA)
MA
05/12/2005 - 08/12/2013
ROYAL ALLIANCE ASSOCIATES, INC. (NATICK MA)
BOTH
Issued 12/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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