Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Levesque is a registered representative of Cetera Investment Advisers LLC, located in Austin, Texas. Jennifer has 7 years of experience in the financial services industry. She has held previous positions at VOYA FINANCIAL ADVISORS, INC. and LBMZ SECURITIES, INC. Jennifer holds the Series 7, Series 24, Series 63 and Series 66 licenses. Cetera Investment Advisers LLC is a financial services firm that offers a variety of services to individuals, corporations and institutions. They provide financial planning, portfolio management, pension consulting and other 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.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
08/31/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
IL
10/11/2016 - 07/23/2018
LBMZ SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 11/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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