Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Main is a financial advisor who has been working in the financial services industry since 1997. Jennifer is a registered representative of Raymond James & Associates, Inc. She is also a certified financial planner. Jennifer has a wide range of experience in the financial services industry, including working with individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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
IA
11/02/2021 - Present
Raymond James & Associates, Inc. (Oskaloosa IA)
IA
11/01/2013 - 11/04/2021
EDWARD JONES (OSKALOOSA IA)
NJ
04/03/2013 - 11/01/2013
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
11/21/2011 - 12/31/2011
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
06/18/2010 - 11/21/2011
SIGNATOR INVESTORS, INC. (JOHNSTON IA)
IA
06/16/1997 - 06/21/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DES MOINES IA)
WI
06/16/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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