Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kachmar is a financial advisor with Mercer Global Advisors Inc. based in Denver, CO. Jennifer has over 17 years of experience in the financial services industry. She is a Certified Financial Planner and holds the Series 63, 66, and 7 licenses. Jennifer has worked with several firms in the past including Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Fidelity Brokerage Services LLC.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CA
09/14/2023 - Present
Mercer Global Advisors Inc. (Rocklin CA)
CA
07/06/2015 - 08/25/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Roseville CA)
CA
08/08/2014 - 06/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
01/24/2014 - 02/03/2014
EDWARD JONES (LINCOLN CA)
CA
10/24/2006 - 11/13/2013
FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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