Unclaimed
Jennifer Hilts is an investment advisor representative who has been in the financial services industry since 2007. Jennifer is currently registered with Cambridge Investment Research Advisors, Inc. in Colorado and Texas and is also licensed as an insurance agent. Jennifer has held prior registrations with Lincoln Financial Securities Corporation, First Command Financial Planning, Inc., and World Group Securities, Inc. Jennifer holds the Series 6, 63, 65, and 26 securities licenses. Jennifer provides financial planning services to a variety of clients, including individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
Solicitation fees from 3rd party money managers
1
2
CO
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Centennial CO)
CO
02/06/2018 - 04/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (DENVER CO)
CO
07/21/2009 - 02/16/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (AURORA CO)
CO
10/29/2007 - 07/01/2009
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 04/23/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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