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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 Lile Harvey is an investment advisor representative with Cetera Investment Advisers LLC, a large firm with over 100 billion dollars in assets under management. Jennifer Harvey is a licensed representative in both Florida and Ohio and offers services like financial planning, pension consulting, and educational seminars. Jennifer Harvey has been in the financial services industry for almost a decade and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (BELLEFONTAINE OH)
MI
09/03/2013 - 07/09/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
CO
03/30/2007 - 08/21/2012
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 1/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/8/2022
Series 7TO - General Securities Representative Examination
BC
Issued 4/1/2022
SIE - Securities Industry Essentials Examination
BC
Issued 3/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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