Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lorick is a financial advisor associated with LPL Financial LLC and has been in the financial industry since 2000. Jennifer holds various licenses and certifications, including Series 63, 66, 7, 9, 10, 24, 31, SIE, and 99TO, enabling her to provide comprehensive financial services. Jennifer specializes in investment advisory, financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
SC
04/25/2018 - Present
LPL Financial LLC (FORT MILL SC)
SC
03/22/2010 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
AZ
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (TEMPE AZ)
AZ
03/24/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TEMPE AZ)
MA
02/07/2000 - 03/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
10/01/1999 - 01/03/2000
DLJDIRECT INC. (JERSEY CITY NJ)
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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