Unclaimed
Jennifer Elizabeth Strong has been an active financial professional since 1998. Jennifer is a registered representative of LPL Financial LLC and holds Series 7, Series 63, Series 26, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Jennifer is also a Certified Financial Planner. She is a strong advocate for her clients and believes in providing personalized financial planning services. Jennifer is committed to helping her clients achieve their financial goals, and her expertise in financial planning and investment management is evident in her success. She helps individuals, families, and businesses navigate the complex world of finance with confidence and clarity. Her previous experience at Investment Centers of America, Inc. further reinforces her expertise in the field. Jennifer has a history of providing valuable guidance and support to her clients, and her dedication to helping them reach their financial goals is commendable.
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.
1
2
CA
02/06/2020 - Present
LPL Financial LLC (LAKEPORT CA)
CA
02/19/1998 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LAKEPORT CA)
IA
Issued 10/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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