Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jean Nelson is a registered representative and investment advisor representative. Jennifer has been in the industry since March 5, 2023 and is currently registered with LPL Financial LLC. Jennifer has passed the Series 66, Series 7TO and SIE exams. Her previous employment experience includes working at OSAIC WEALTH, INC., State Farm, Residence Inn, Hilton Garden Inn, La Quinta Inn & Suites, Olson Chiropractic, Jukin Media and M2 Financial Group. Jennifer's professional designations include 1, 2, 3, 4, 5 and 6.
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
MN
01/30/2024 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
03/06/2023 - 02/01/2024
OSAIC WEALTH, INC. (MAPLE GROVE MN)
BOTH
Issued 06/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jennifer Nelson is the right advisor for you? Invested Better is here to help.
