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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Boldt is a financial advisor with MML Investors Services, LLC, specializing in providing comprehensive financial planning and investment advice to individuals, families, and businesses. Jennifer is dedicated to helping clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and objectives. Jennifer is also a registered representative with Park Avenue Securities LLC. Jennifer is registered to provide investment advice in Iowa and Texas and is also licensed to sell insurance products. Jennifer is a trusted advisor who is committed to helping clients build a secure financial future.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
IA
03/04/2024 - Present
MML Investors Services, LLC (Urbandale IA)
IA
08/19/2009 - 03/06/2024
PARK AVENUE SECURITIES LLC (CLIVE IA)
IA
Issued 06/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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