Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Despain is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been working in the financial services industry since 2011. Jennifer has a Series 6, Series 7 and Series 63 license. Jennifer holds the Certified Financial Planner designation. Jennifer is registered with FINRA and is also registered in the following states: Arizona, California, Kansas, North Carolina, Ohio, Oregon, Tennessee and Texas. Jennifer is affiliated with Canyon Oak Financial.
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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CA
06/03/2021 - Present
Cetera Investment Advisers LLC (WOODLAND HILLS CA)
CA
09/15/2011 - 06/09/2021
AVANTAX INVESTMENT SERVICES, INC. (Woodland Hills CA)
BC
Issued 9/8/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 9/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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