Unclaimed
Jennifer Lynn Langstaff is a financial advisor with Commonwealth Financial Network. Jennifer has been in the financial services industry since 1995. Jennifer has a wide range of experience, including providing financial planning and portfolio management services to individuals and businesses. Jennifer is a Certified Financial Planner™ professional. Jennifer is registered in 20 states and holds various licenses and certifications, including Series 7, 6, 63, 66, 24 and SIE. Before joining Commonwealth Financial Network, Jennifer was with Independent Financial Group, LLC, where she provided investment advisory services. Jennifer is committed to helping clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
10/04/2023 - Present
Commonwealth Financial Network (Paso Roble CA)
CA
12/20/2013 - 10/04/2023
INDEPENDENT FINANCIAL GROUP, LLC (PASO ROBLES CA)
CA
08/31/2000 - 12/23/2013
LPL FINANCIAL LLC (PASO ROBLES CA)
CA
01/31/1997 - 08/31/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
05/26/1995 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 08/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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