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 Donais is a registered investment advisor representative with Concorde Asset Management, LLC. Jennifer has been in the financial industry since 2010 and holds a Series 6, Series 7, Series 63, and Series 65 license. Jennifer is also a Certified Financial Planner. Jennifer has worked for a number of firms in the past, including World Equity Group, Inc., Lebenthal & Co., LLC, and Lebenthal Wealth Advisors, LLC.
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.
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.
Promoter fees from other advisors
1
2
ND
10/13/2023 - Present
Concorde Asset Management, LLC (Williston ND)
ND
10/27/2015 - 07/05/2016
LEBENTHAL & CO., LLC (Williston ND)
CA
08/02/2013 - 10/26/2015
WORLD EQUITY GROUP, INC. (PALM DESERT CA)
CA
11/12/2010 - 08/05/2013
PRINCOR FINANCIAL SERVICES CORPORATION (RANCHO MIRAGE CA)
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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