Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nelson is a financial advisor with Kestra Advisory Services, LLC. Jennifer has been a financial advisor since 2004 and has experience working with individuals, families, and businesses. Jennifer specializes in providing financial planning, investment management, and retirement planning services. Jennifer is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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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2
TX
01/30/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CO
12/03/2013 - 01/31/2020
SAGEPOINT FINANCIAL, INC. (LITTLETON CO)
VA
01/02/2013 - 07/11/2013
BB&T SECURITIES, LLC (LYNCHBURG VA)
VA
12/13/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (LYNCHBURG VA)
TX
09/03/2009 - 10/13/2010
MORGAN KEEGAN & COMPANY, INC. (SAN ANTONIO TX)
TN
10/03/2002 - 06/04/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AR
04/03/2001 - 09/26/2002
STEPHENS INC. (LITTLE ROCK AR)
TN
08/03/1998 - 04/03/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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