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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Guerrero is a financial advisor with over 16 years of experience in the industry. She currently works at Prime Capital Financial in Overland Park, Kansas. Previously, Jennifer was a financial advisor at LPL FINANCIAL LLC and Waddell & Reed. She is registered with the state of Kansas and holds the Series 66, Series 7, and Series 24 licenses. Jennifer offers a range of financial services, including financial planning, portfolio management, and qualified retirement plan services. Her expertise includes working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
01/03/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
05/11/2021 - 12/07/2023
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
08/10/2007 - 09/15/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 09/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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