Unclaimed
Jennifer Kreutzer is a financial advisor with LPL Financial LLC, based in Walled Lake, MI. Jennifer has been in the financial services industry since 1998 and holds several licenses and certifications, including Series 7, 31, and 66. Jennifer specializes in providing financial planning and investment advice to individuals and families. Jennifer is committed to helping clients achieve their financial goals and has a proven track record of success. In addition to working with LPL Financial LLC, Jennifer also provides non-variable insurance 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.
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
MI
02/21/2014 - Present
LPL Financial LLC (WALLED LAKE MI)
MI
03/11/1998 - 02/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 04/07/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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