Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lafrance is a financial advisor who has been in the industry since January 16, 2000. Jennifer is currently registered with Commonwealth Financial Network and is licensed to provide financial services in 17 states. Jennifer has worked for several firms, including MetLife Securities Inc. and New England Securities. Jennifer is a Series 6, Series 63 and Series 65 licensed advisor. Jennifer is also licensed to sell fixed insurance under E3 Financial Planning. Jennifer offers financial planning, portfolio management, and pension consulting services. Jennifer's services are available to a variety of clients, including individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
11/02/2015 - Present
Commonwealth Financial Network (NEEDHAM MA)
MA
01/02/2015 - 11/12/2015
METLIFE SECURITIES INC. (WELLESLEY MA)
MA
01/17/2000 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
IA
Issued 08/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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