Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Booms is a registered investment advisor representative with SoFi Wealth LLC. Jennifer has been working in the financial industry for over 4 years. Jennifer is licensed in Utah and has passed the Series 66, Series 7TO and SIE exams. Jennifer's current employment with SoFi Wealth LLC began in September of 2023. In addition to working at SoFi Wealth LLC, Jennifer also owns a separate business focusing on administrative, tax, bookkeeping, and forex trading activities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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UT
10/03/2023 - Present
Sofi Wealth LLC (Cottonwood Heights UT)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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