Unclaimed
Jennifer Fisher is a financial advisor with LPL Financial LLC, a registered investment advisor with more than $50 billion in assets under management. Jennifer has been working in the financial services industry since 2001. Jennifer holds the Series 4, 7, 24, 52TO, 53, and 63 licenses as well as the SIE exam. Jennifer specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Jennifer is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.
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
ID
04/25/2018 - Present
LPL Financial LLC (MERIDIAN ID)
ID
04/24/2014 - 12/26/2017
MML INVESTORS SERVICES, LLC (Meridian ID)
ID
11/20/2008 - 03/13/2014
MML INVESTORS SERVICES, LLC (BOISE ID)
ID
11/30/2007 - 10/23/2008
MULTI-FINANCIAL SECURITIES CORPORATION (MORIDIAN ID)
ID
06/11/2004 - 11/20/2007
SECURIAN FINANCIAL SERVICES, INC. (NAMPA ID)
CT
08/16/2001 - 06/07/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IA
Issued 03/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2010
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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