Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nava is a financial advisor with over 10 years of experience. Jennifer has worked for several large firms including Merrill Lynch, Raymond James & Associates, and LPL Financial. Currently, Jennifer is an investment advisor representative for Robert W. Baird & Co. Inc. in Spokane, Washington. Jennifer's specializations include portfolio management, financial planning, and pension consulting. Jennifer is licensed in Washington and has a Series 66 and a Series 7 license.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
05/01/2023 - Present
Robert W. Baird & Co. Inc. (Spokane WA)
WA
03/03/2022 - 03/30/2023
RAYMOND JAMES & ASSOCIATES, INC. (Spokane WA)
WA
01/27/2015 - 03/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
WA
04/10/2014 - 09/26/2014
WADDELL & REED (SPOKANE WA)
WA
12/03/2012 - 04/07/2014
LPL FINANCIAL LLC (SPOKANE WA)
WA
04/27/2012 - 12/04/2012
ING FINANCIAL PARTNERS, INC. (SPOKANE WA)
WA
01/24/2012 - 03/23/2012
LPL FINANCIAL LLC (SPOKANE WA)
BOTH
Issued 08/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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