Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lane is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with OSAIC WEALTH, INC., and has previously worked with TRIAD ADVISORS LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., and RAYMOND JAMES FINANCIAL SERVICES, INC. Jennifer has a broad range of experience serving clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jennifer provides a variety of advisory services including financial planning, portfolio management, and educational seminars.
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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2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/19/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
FL
12/14/2018 - 05/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
10/02/2008 - 05/26/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/16/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
FL
05/10/2005 - 10/03/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
01/23/2002 - 06/02/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 11/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/19/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/3/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/29/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 1/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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