Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Tan is a registered investment advisor representative, holding licenses in California, Michigan, New York, and Texas. With over 25 years of experience in the financial industry, Jennifer has a strong background in providing financial advice to both individuals and institutions. Jennifer is currently affiliated with SPC, a firm that specializes in providing a variety of financial services, including financial planning, portfolio management, and investment advisory services. In addition to her work with SPC, Jennifer is also involved in other business ventures, including real estate sales and translation 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.
Consultation 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.
Seminar attendance fees
1
2
MI
06/01/2007 - Present
SPC (ANN ARBOR MI)
CA
06/30/2006 - 10/17/2006
AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)
CA
07/07/1999 - 06/30/2006
CARILLON INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
07/28/1997 - 07/14/1999
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
MA
07/03/1997 - 05/19/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/03/1997 - 05/19/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
06/15/1995 - 07/23/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
11/17/1994 - 06/16/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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