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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 Koenig is an investment advisor representative with Cetera Investment Advisers LLC. Jennifer has been in the industry for over 14 years. Jennifer holds Series 6, 7TO, 63, and 65 licenses. Jennifer is also registered as an investment advisor in Arizona, Massachusetts, and Texas. Jennifer specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Jennifer has a history of working for various financial firms including Foresters Financial Services, Inc., Cetera Investment Services LLC, and Cetera Investment Advisers 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.
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.
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AZ
07/10/2019 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
11/20/2008 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 1/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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