Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer J Clyde is a financial advisor with LPL Financial LLC, working in the Cool, CA area. Jennifer has been a financial advisor since 2012 and has a strong understanding of the industry. Jennifer holds a Series 7 and a Series 66 license. Jennifer works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jennifer also has experience in pension consulting, educational seminars, and portfolio management. Jennifer previously worked at GEnEOS Wealth Management, Inc. for over a decade. Jennifer offers a wide range of financial services, including financial planning, investment management, and retirement planning.
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
CA
09/16/2024 - Present
LPL Financial LLC (COOL CA)
CA
04/11/2012 - 09/13/2024
GENEOS WEALTH MANAGEMENT, INC. (Cool CA)
BOTH
Issued 08/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Clyde is the right advisor for you? Invested Better is here to help.
