Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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