Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Beyl-lee is a financial advisor with over 12 years of experience in the financial services industry. Jennifer has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jennifer holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner™. She is also registered with Beacon Pointe Advisors, LLC and Landmark Wealth Management Group. Jennifer is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
10/30/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
MN
04/02/2012 - 02/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (FARMINGTON MN)
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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