Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nielsen is a registered representative with LPL Financial LLC in West Des Moines, Iowa. Jennifer has been in the securities industry for over 4 years, starting with Invest Financial Corporation in June 2014. Jennifer is licensed to conduct business in Iowa. Jennifer also has experience in financial planning and portfolio management for individuals and businesses. Jennifer holds a Series 7, Series 66, and a SIE license. Jennifer is committed to providing her clients with the highest level of service and personalized attention.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IA
02/14/2018 - Present
LPL Financial LLC (WEST DES MOINES IA)
IA
06/04/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (WEST DES MOINES IA)
BOTH
Issued 03/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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