Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer L. Reed is a financial advisor with LPL Financial LLC in FORT MILL, SC. Jennifer has been in the financial services industry since 2000. Jennifer holds a Series 6, 7, 9, 10, 24 and 66 licenses. Jennifer has been registered with LPL Financial LLC since 2015 and previously worked at CADARET, GRANT & CO., INC. and RBC CAPITAL MARKETS, LLC. Jennifer also has experience in various other business activities including photography, real estate rental, and work with the Disabled Persons Action Organization. Jennifer is registered to provide investment advice in 53 states and Puerto Rico.
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.
1
2
SC
04/25/2018 - Present
LPL Financial LLC (FORT MILL SC)
NY
07/19/2012 - 06/15/2015
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/22/2010 - 07/23/2012
RBC CAPITAL MARKETS, LLC (WATERTOWN NY)
NY
06/06/2005 - 05/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CLINTON NY)
MN
06/06/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
07/19/2000 - 11/15/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MA
03/07/2000 - 05/09/2000
FIS SECURITIES, INC. (BOSTON MA)
BOTH
Issued 06/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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