Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jane Forsstrom is a registered investment advisor representative with Cetera Investment Advisers LLC. Jennifer has been in the financial industry since March 2022 and is licensed in the state of California. Jennifer's professional experience includes previous employment with FIRST FINANCIAL EQUITY CORPORATION and FFEC WEALTH PARTNERS. Jennifer holds the Series 66, Series 7TO, and SIE securities licenses. Jennifer's current practice focuses on financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Jennifer is also an Independent Wellness Advocate for doTERRA.
FALLBROOK, CA
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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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (FALLBROOK CA)
CA
03/21/2022 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (San Diego CA)
BOTH
Issued 12/5/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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