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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 Louise Levesque is a financial advisor with Cetera Investment Advisers LLC, located in AUSTIN, TX. Jennifer has been in the industry since 2016 and is registered with the state of Texas. Prior to joining Cetera Investment Advisers LLC, Jennifer was affiliated with VOYA FINANCIAL ADVISORS, INC. and LBMZ SECURITIES, INC.. Jennifer holds the Series 63, Series 66, and Series 24 licenses and is also a registered investment advisor in the state of Texas. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 06/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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