Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Erin San fillippo is an investment advisor representative with Kestra Advisory Services, LLC. Jennifer has been in the financial services industry since 2001. Jennifer is registered to provide investment advice in Texas and Wisconsin. Jennifer previously worked with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., WACHOVIA SECURITIES, LLC, 1717 CAPITAL MANAGEMENT COMPANY, WELLS FARGO SECURITIES INC., FORUM FINANCIAL SERVICES, INC., AETNA INVESTMENT SERVICES, INC., and 1717 CAPITAL MANAGEMENT COMPANY. Jennifer holds the Series 66, Series 7, and SIE licenses. Jennifer's specialties include asset allocation, retirement planning, and college savings. Jennifer provides financial planning, pension consulting, and selection of other advisors services to individuals and businesses.
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.
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2
TX
06/15/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
WI
09/08/2022 - 06/16/2023
CETERA ADVISORS LLC (Brookfield WI)
WI
03/01/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Brookfield WI)
WI
01/21/2004 - 01/16/2007
WACHOVIA SECURITIES, LLC (WAUKESHA WI)
DE
11/08/2001 - 10/10/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CA
07/12/1999 - 04/03/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
04/02/1999 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
CT
08/11/1998 - 11/02/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
DE
02/05/1998 - 06/24/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 05/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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