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 Draheim is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Osaic Wealth, Inc. and has previously worked with firms such as Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., VALIC Financial Advisors, Inc., Charles Schwab & Co., Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jennifer holds Series 6, 7, 24, and 63 licenses and has passed the Securities Industry Essentials (SIE) exam. Jennifer specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
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AZ
07/06/2015 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/06/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/06/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/06/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
10/01/2015 - 04/06/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
03/05/2014 - 07/14/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
10/14/2003 - 06/28/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
MN
12/05/1995 - 06/02/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/05/1995 - 06/02/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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