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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 Connolly is a financial advisor with Avantax Advisory Services, providing comprehensive financial planning services to individuals and families. Jennifer is a dedicated financial professional with over 5 years of experience in the financial services industry. Jennifer holds the Series 7, Series 66, and SIE licenses and is registered to provide investment advice in California and Pennsylvania. Jennifer is also a licensed real estate agent. Jennifer is committed to helping clients achieve their financial goals through personalized financial planning strategies, investment management, and retirement planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
06/28/2024 - Present
Avantax Advisory Services (Campbell CA)
PA
10/25/2019 - 12/31/2021
AVANTAX INVESTMENT SERVICES, INC. (CHAMBERSBURG PA)
PA
05/07/2018 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (CHAMBERSBURG PA)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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