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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 Littlefield is a registered investment advisor representative with Equitable Advisors, LLC. Jennifer has been in the financial services industry since September 2013. Jennifer is licensed to provide investment advice in Alabama, Arizona, California, Colorado, Idaho, Nevada, New Mexico, North Carolina, Oregon, Texas and Washington. Jennifer specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Jennifer also provides portfolio management for individuals and businesses. Jennifer has a Series 63, Series 65 and Series 7 securities licenses, and a Series 66 and Series 99 registration.
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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CA
12/16/2020 - Present
Equitable Advisors, LLC (ROSEVILLE CA)
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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