Unclaimed
Jennifer Lynn Lownsbury is a financial advisor registered with LPL Financial LLC since March 2012. Jennifer has been in the industry since January 10, 2012. Jennifer is currently registered with the state of Minnesota as a registered representative and investment advisor representative. Jennifer is also registered in Texas. Jennifer has worked with a number of other companies in the past, including 1st Global Capital Corp. Jennifer works with a variety of clients including corporations, individuals and charitable organizations. Jennifer is experienced in financial planning, portfolio management and selection of other advisors. Jennifer is also a partner in a real estate rental business.
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
MN
04/06/2015 - Present
LPL Financial LLC (WILLMAR MN)
TX
01/11/2012 - 03/08/2012
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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