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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Frances Patten is a financial advisor with Commonwealth Financial Network. Jennifer has been a financial advisor for over 20 years, with a history of working in the financial services industry. She holds several licenses and certifications, including Series 7, Series 24, and Series 66, as well as the Certified Financial Planner designation. Jennifer’s professional experience includes prior roles at Royal Alliance Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer focuses on financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. She is registered with the state of Connecticut.
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.
1
2
CT
04/29/2005 - Present
Commonwealth Financial Network (DANBURY CT)
AZ
09/18/2001 - 05/05/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/16/2001 - 08/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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