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 Fitzgerald is a financial advisor with over 10 years of experience in the financial services industry. Jennifer is registered with M Holdings Securities, Inc. and has a Series 6, Series 63 and SIE licenses. Jennifer also holds a Series 63 license and has been a registered representative for M Holdings Securities, Inc. since October 2010. Previously, Jennifer worked for Princor Financial Services Corporation in Richmond, Virginia. Jennifer's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Jennifer specializes in a wide range of financial services, including: securities, mutual funds, variable annuities, fixed annuities, and life insurance. Jennifer works with a variety of clients including individuals, businesses, and retirement plans.
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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VA
10/26/2010 - Present
M Holdings Securities, Inc. (RICHMOND VA)
VA
10/12/2009 - 10/28/2010
PRINCOR FINANCIAL SERVICES CORPORATION (RICHMOND VA)
BC
Issued 11/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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