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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 Haas is a financial advisor with Cetera Investment Advisers LLC. Jennifer has been in the financial services industry since 2002 and is licensed to provide investment advice in Minnesota and Texas. Jennifer is also registered as a financial advisor in all 50 states and the District of Columbia, and she is a Certified Financial Planner. Jennifer's primary focus is on providing financial planning and asset management services to individuals, families, and businesses. Jennifer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
IA
Issued 3/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2018
Series 7 - General Securities Representative Examination
BC
Issued 7/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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