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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Grennan is a financial advisor with Osaic Institutions, Inc. based in South Windsor, Connecticut. She has been in the financial services industry since June 2015. Jennifer Grennan holds the Series 6, 7, 63 and 65 securities licenses and is registered to conduct business in Connecticut, Massachusetts, New York, Texas, Florida, and Vermont. Jennifer Grennan's current registrations include Registered Representative (RA) with both Connecticut and Massachusetts. Jennifer Grennan also holds a SIE license. She specializes in financial planning, portfolio management for individuals, pension consulting, and educational seminars. She also provides solicitation services for other advisors and the selection of other advisors. Jennifer Grennan has experience working with individuals, corporations or other businesses, charitable organizations, and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
04/18/2019 - Present
Osaic Institutions, Inc. (South Windsor CT)
CT
06/24/2015 - 06/29/2016
LPL FINANCIAL LLC (STORRS CT)
IA
Issued 09/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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