Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jones is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since 1989. Jennifer has experience in providing financial advice to individuals and families. She is also licensed to sell life, disability, and long-term care insurance. Jennifer Jones is committed to helping clients achieve their financial goals and providing them with personalized financial advice. Jennifer Jones has a history of working with various financial institutions including Investors Capital Corp., Next Financial Group, Inc., MML Investors Services, Inc., PaineWebber Incorporated, First Union Capital Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney, Harris Upham & Co., Incorporated.
CHESAPEAKE, VA
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.
A percentage of the total value of assets under management is charged.
1
2
VA
03/21/2024 - Present
Cetera Investment Advisers LLC (CHESAPEAKE VA)
OK
05/31/2007 - 10/03/2016
INVESTORS CAPITAL CORP. (JENKS OK)
OK
03/16/2007 - 06/04/2007
NEXT FINANCIAL GROUP, INC. (JENKS OK)
OK
06/04/2001 - 03/22/2007
MML INVESTORS SERVICES, INC. (TULSA OK)
NJ
03/29/1999 - 09/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
08/03/1995 - 04/06/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
03/21/1990 - 07/25/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/08/1988 - 11/06/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
11/20/1987 - 04/24/1989
MML INVESTORS SERVICES, INC.
NA
11/20/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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