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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 Lynn Herendon is a financial advisor currently working at Steward Partners Investment Advisory, LLC. Jennifer Lynn Herendon has been in the financial services industry since June 26, 2012. Jennifer Lynn Herendon is licensed to provide investment advice in Alabama, Illinois, Kentucky, Massachusetts, Mississippi, Ohio, Rhode Island, and Tennessee. Jennifer Lynn Herendon is also registered with FINRA. Jennifer Lynn Herendon has experience working with various clients, including individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jennifer Lynn Herendon provides a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Jennifer Lynn Herendon previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and Southwestern Investment Group.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NY
02/05/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TN
06/27/2012 - 02/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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