Unclaimed
Jennifer Gould is a financial advisor with over 20 years of experience in the industry. Jennifer has been registered with LPL Financial LLC since March 2021, and prior to that, Jennifer was a financial advisor at Wells Fargo Clearing Services, LLC from November 2017 to March 2021, and at BlackRock Investments, LLC from July 2008 to November 2017. Jennifer holds a Series 66, Series 7 and SIE license. Jennifer is also a Certified Financial Planner. Jennifer has a deep understanding of the financial markets and a commitment to providing personalized financial advice to her clients. Jennifer's goal is to help her clients achieve their financial goals through a variety of financial planning services, including retirement planning, investment management, and estate planning. Jennifer provides investment advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
03/25/2021 - Present
LPL Financial LLC (BLOOMINGDALE IL)
IL
11/16/2017 - 03/16/2021
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
07/18/2008 - 11/09/2017
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
NY
07/17/2000 - 10/02/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
07/17/2000 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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