Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Schroeder is a financial advisor who has been in the industry since June 2008. Jennifer is currently registered with LPL Financial LLC and holds Series 66, SIE and Series 7 licenses. Jennifer has worked with B.B. Graham & Company, Inc., Commonwealth Financial Network and National Planning Corporation before. Jennifer's current location is Carlsbad, California, and she has been working with LPL Financial LLC since September 2023.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/28/2023 - Present
LPL Financial LLC (CARLSBAD CA)
CA
01/16/2015 - 09/27/2023
COMMONWEALTH FINANCIAL NETWORK (Carlsbad CA)
CA
06/14/2011 - 01/15/2015
B.B. GRAHAM & COMPANY, INC. (CARLSBAD CA)
CA
06/30/2008 - 06/16/2011
NATIONAL PLANNING CORPORATION (CARLSBAD CA)
BOTH
Issued 09/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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