Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Martin is a financial advisor with over 5 years of experience in the financial services industry. Jennifer is currently registered with LPL Financial LLC, a large independent broker-dealer, and previously worked with Waddell & Reed. Jennifer is registered to provide investment advice in Michigan and is well-versed in various aspects of financial planning, including retirement planning, college savings, and estate planning. Jennifer provides a range of services for individuals and families, and is committed to providing personalized financial advice to help her clients reach 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.
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.
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MI
07/21/2021 - Present
LPL Financial LLC (NORTON SHORES MI)
MI
08/25/2016 - 07/21/2021
WADDELL & REED (NORTON SHORES MI)
BOTH
Issued 10/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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