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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 Lyn Groholski is a financial advisor currently working with Osaic Wealth, Inc. located in Scottsdale, AZ. Jennifer Lyn Groholski has 14 years of experience in the financial industry. Jennifer Lyn Groholski has a series 66 license and holds Series 4, 7, 24, 52, and SIE licenses as well. Jennifer Lyn Groholski offers financial planning services to individuals, families, and businesses, as well as pension consulting and educational seminars.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WI
07/09/2018 - 06/14/2024
SECURITIES AMERICA, INC. (APPLETON WI)
WI
11/17/2011 - 04/24/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
04/01/2010 - 04/24/2018
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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