Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Dodson is a financial professional with over 15 years of experience in the industry. Jennifer is currently registered with Principal Securities, Inc. in DES MOINES, IA and has been with the firm since April 2021. Before that, Jennifer was with VOYA FINANCIAL PARTNERS, LLC, MML DISTRIBUTORS, LLC, MML INVESTORS SERVICES, LLC, HARTFORD SECURITIES DISTRIBUTION COMPANY, INC., JOHN HANCOCK DISTRIBUTORS LLC and PRINCOR FINANCIAL SERVICES CORPORATION. Jennifer holds Series 66, Series 7 and SIE licenses and is registered in 31 states. Jennifer specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
04/27/2021 - Present
Principal Securities, Inc. (DES MOINES IA)
CT
01/09/2019 - 03/11/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
MA
01/02/2013 - 12/03/2018
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
09/25/2013 - 05/27/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
12/09/2011 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
MA
08/25/2008 - 10/12/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
TX
10/01/2007 - 06/26/2008
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 03/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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