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Jennifer Jean Bagni

Kestra Investment Services, LLC

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About Jennifer Jean Bagni

Jennifer Bagni is a financial advisor with Kestra Investment Services, LLC. Jennifer has been in the financial industry for over 20 years and has a strong track record of success. Jennifer holds the Series 6 and SIE licenses and is committed to providing her clients with the highest level of service. Jennifer has previously worked at MML Investors Services, LLC, Sun Life Financial Distributors, Inc., John Hancock Distributors LLC, Signator Investors, Inc., Sun Life of Canada (U.S.) Distributors, Inc., and Keyport Financial Services Corp.

Firm Information

Jennifer Bagni is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Bagni’s Registration & Firm History

MA

08/18/2014 - Present

Kestra Investment Services, LLC (BOSTON MA)

MA

10/19/2011 - 04/29/2014

MML INVESTORS SERVICES, LLC (BOSTON MA)

MA

05/29/2008 - 02/26/2010

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

01/01/2005 - 01/24/2008

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

MA

10/01/2001 - 01/01/2005

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

08/03/1998 - 06/19/2000

SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

07/08/1996 - 12/06/1996

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Jean Bagni.
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