Unclaimed
Jennifer Johnson has over 20 years of experience in the financial services industry. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and has held multiple licenses and registrations. Jennifer is currently a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. in Frederick, Maryland. Prior to this, Jennifer was employed at PLANMEMBER SECURITIES CORPORATION, SII INVESTMENTS, INC., FSC SECURITIES CORPORATION, BB&T INVESTMENT SERVICES, INC., UVEST INVESTMENT SERVICES, LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Jennifer has a proven track record of providing personalized financial advice and investment strategies to her clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
01/17/2013 - Present
Cambridge Investment Research Advisors, Inc. (FREDERICK MD)
MD
03/25/2011 - 02/01/2013
PLANMEMBER SECURITIES CORPORATION (FREDERICK MD)
MD
04/30/2003 - 03/30/2011
SII INVESTMENTS, INC. (IJAMSVILLE MD)
GA
06/12/2002 - 05/03/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NC
04/04/2001 - 06/04/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
08/04/2000 - 02/20/2001
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
IN
10/27/1998 - 08/30/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/27/1998 - 08/30/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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