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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 Rumschlag-mejia is a financial advisor with Raymond James Financial Services Advisors, Inc. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 16 years. Jennifer has Series 7, 63, and SIE licenses. She specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses. Jennifer has experience working with various client types, including high-net-worth individuals, corporations, and retirement plans. Jennifer is also a partner in R2 Financial Planning, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
09/14/2017 - Present
Raymond James Financial Services Advisors, Inc. (SOUTHFIELD MI)
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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