Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lara Szaro has been in the financial industry since January 15, 2001. Jennifer is a registered representative and investment advisor representative with XML Financial Group. Jennifer has held previous positions at Lara, Shull & May, LTD and The Lara Group, LTD. Jennifer holds Series 6, 7, 14, 24, 28, 52, 53, 63, 65, 99, and SIE licenses. Jennifer is also a member of the FINRA Board of Governors. Jennifer provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors services.
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.
1
2
MD
02/06/2019 - Present
XML Financial Group (BETHESDA MD)
VA
06/04/2001 - 06/18/2008
LARA, SHULL & MAY, LTD (FALLS CHURCH VA)
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/06/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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