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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 Breton has been in the financial services industry for over 25 years and is a registered representative with Valmark Advisers, Inc. Jennifer offers investment advice and financial planning services to individuals, families, and businesses. Jennifer earned a B.S. in Business Administration from the University of New Hampshire and has been a member of the Maine Employee Benefits Council since 2007. Jennifer is also a member of the Valmark Advisers, Inc. Advisory Board, where she provides feedback on member experience and services. Jennifer is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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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ME
01/06/2025 - Present
Valmark Advisers, Inc. (FALMOUTH ME)
ME
11/15/1999 - 08/14/2007
COMMONWEALTH FINANCIAL NETWORK (FALMOUTH ME)
NY
05/03/1999 - 10/11/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/04/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 08/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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