Unclaimed
Jennifer Lee Jackson is a financial advisor with over 15 years of experience in the industry. Jennifer has held Series 6, 7 and 63 licenses. Currently, Jennifer is registered with Vanguard Marketing Corp. and is licensed to provide financial advice in Pennsylvania. Jennifer's previous experience includes working at Planco Financial Services, LLC.
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.
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.
1
2
PA
08/04/2014 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
05/04/2001 - 08/31/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BC
Issued 08/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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