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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 Jensen is a financial advisor with over 29 years of experience in the industry. Jennifer is currently registered with Osaic Advisory Services, LLC, a firm with a wide range of clients and assets under management. Jennifer specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Jennifer is also a board member for the Saline Track and Field Fund, a non-profit organization. Jennifer Lynn Jensen is committed to providing her clients with the highest quality financial advice and services.
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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MI
10/30/2023 - Present
Osaic Advisory Services, LLC (Ypsilanti MI)
MI
10/30/2023 - 08/23/2024
TRIAD ADVISORS LLC (Ypsilanti MI)
MI
01/09/1995 - 10/30/2023
SIGMA FINANCIAL CORPORATION (Ypsilanti MI)
MI
01/09/2002 - 06/30/2021
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
FL
08/18/1994 - 12/15/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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