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 Dugan is a registered investment advisor representative with Osaic Wealth, Inc., and has been working in the financial industry since May 2009. Jennifer is registered with the state of Arizona and Georgia. Jennifer is a Registered Representative of Royal Alliance Associates, Inc., and has been licensed to conduct securities transactions since April 2009. Jennifer has experience working with a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jennifer provides financial planning, portfolio management, and selection of other advisors services.
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
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
09/17/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
09/17/2015 - 12/06/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/17/2015 - 12/06/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
09/17/2015 - 12/06/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
TX
02/08/2016 - 04/29/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
AZ
08/30/2010 - 09/10/2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MI
01/26/2010 - 07/12/2010
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
MI
04/07/2009 - 07/12/2010
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 8/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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