Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jill Glovacki is a financial professional with over 22 years of experience in the industry. Jennifer has held multiple roles at various firms including Thrivent Investment Management Inc. and CUSO Financial Services, LP. Jennifer currently works as a Registered Representative and Investment Advisor Representative at LPL Financial LLC. Jennifer holds several licenses and designations, including Series 6, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65, and Series 99, and is also a Chartered Financial Consultant. Jennifer is registered to provide investment advice and securities services in California and Wisconsin.
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.
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2
CA
10/17/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
WI
04/18/2022 - 09/19/2023
CUSO FINANCIAL SERVICES, L.P. (Appleton WI)
WI
01/04/2000 - 05/07/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Appleton WI)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 04/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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