Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Hollers is a financial advisor currently registered with LPL Financial LLC in Lakeway, TX. Jennifer has been in the financial services industry for over 18 years. Before joining LPL Financial LLC, Jennifer was with KESTRA INVESTMENT SERVICES, LLC, SVB WEALTH ADVISORY, INC. and USAA FINANCIAL ADVISORS, INC.. Jennifer holds Series 63, Series 66, Series 7TO, Series 99TO and SIE licenses. Jennifer is a Certified Financial Planner.
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.
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2
TX
12/04/2023 - Present
LPL Financial LLC (Lakeway TX)
TX
02/01/2022 - 11/09/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
07/02/2020 - 10/27/2021
SVB WEALTH ADVISORY, INC. (Austin TX)
TX
05/12/2011 - 03/12/2018
USAA FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
01/03/2011 - 04/19/2011
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
02/21/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
TX
05/08/2006 - 01/03/2007
WACHOVIA SECURITIES, LLC (AUSTIN TX)
IL
07/06/2005 - 04/03/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/24/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
01/07/2005 - 03/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MO
04/15/2004 - 09/30/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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