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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 Lynn Blake is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Cambridge Investment Research Advisors, Inc. and is located in Newberg, Oregon. Jennifer also has experience with SAGEPOINT FINANCIAL, INC. and WADDELL & REED, INC. in the past. Jennifer specializes in providing financial advice to individuals, high-net-worth individuals, and businesses. Jennifer holds the Series 7 and Series 66 licenses as well as the SIE exam. Jennifer is also a Certified Financial Planner and a Chartered Financial Consultant. Jennifer's clients benefit from her knowledge and experience.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
05/03/2023 - Present
Cambridge Investment Research Advisors, Inc. (Newberg OR)
OR
03/07/2006 - 05/04/2023
SAGEPOINT FINANCIAL, INC. (NEWBERG OR)
OR
05/07/2001 - 03/10/2006
WADDELL & REED, INC. (SALEM OR)
OR
02/02/2006 - 02/08/2006
AIG FINANCIAL ADVISORS, INC. (MCMINNVILLE OR)
BOTH
Issued 05/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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