Unclaimed
Jennifer Lynn Goddard is an Investment Advisor Representative at Commonwealth Financial Network with over 7 years of experience in the financial industry. Jennifer Goddard has been registered with FINRA since November 23, 2015. Jennifer Goddard is also licensed to sell insurance products. Jennifer Goddard has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. Jennifer Goddard specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jennifer Goddard is a registered representative of Commonwealth Financial Network, a registered investment advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/27/2023 - Present
Commonwealth Financial Network (Rockland MA)
MA
11/23/2015 - 03/03/2023
NYLIFE SECURITIES LLC (BRIDGEWATER MA)
IA
Issued 08/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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