Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kast is a financial advisor with over 10 years of experience in the financial services industry. Jennifer is a registered representative with The Ameriflex Group and has a Series 6, 7, 63, and 65 licenses. Jennifer holds a Certified Financial Planner designation and specializes in retirement planning and investment management. Jennifer also has experience in insurance and bookkeeping. Jennifer's primary focus is on serving individuals and families.
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.
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.
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2
CO
01/28/2024 - Present
THE Ameriflex Group (Centennial CO)
CO
08/24/2015 - 01/26/2024
KESTRA INVESTMENT SERVICES, LLC (CENTENNIAL CO)
CO
10/01/2012 - 08/01/2013
J.P. MORGAN SECURITIES LLC (AURORA CO)
CO
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AURORA CO)
BC
Issued 11/07/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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