Unclaimed
Jennifer Schroeder is a financial advisor with over 15 years of experience. She has a Series 6 and Series 63 license as well as a Series 65 license. Jennifer is currently registered with IFP Securities, LLC in Florida, and has been with the firm since May 2019. Before that, she worked for LPL Financial LLC in Wisconsin, and also worked for NRP FINANCIAL, INC. and Northwestern Mutual Investment Services, LLC. Jennifer has experience in helping clients with their financial goals.
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.
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.
1
2
FL
05/22/2019 - Present
IFP Securities, LLC (TAMPA FL)
WI
04/25/2011 - 05/23/2019
LPL FINANCIAL LLC (WAUKESHA WI)
WI
11/10/2009 - 04/12/2010
NRP FINANCIAL, INC. (DELAFIELD WI)
WI
11/08/2005 - 03/03/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 11/10/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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