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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 Kay Hicks is a financial professional with over 25 years of experience in the industry. She has held various roles at different firms, including Waddell & Reed, Inc., Walnut Street Securities, Inc., and Vestax Securities Corporation. Jennifer is currently a registered representative with Cetera Investment Advisers LLC. Jennifer specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Jennifer has a wide range of experience in various financial planning areas, including retirement planning, college savings, estate planning, and insurance planning. Jennifer is a Certified Financial Planner™ professional.
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.
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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2
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (LARKSPUR CO)
OH
03/03/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CA
05/19/1998 - 03/03/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
KS
07/07/1997 - 05/06/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 09/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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