Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Mayes is a registered representative and investment advisor representative with LPL Financial LLC. Jennifer has been in the financial services industry since 2007 and has experience with both brokerage and investment advisory services. Jennifer holds Series 6, 7, 63 and 65 licenses and is registered with the following states: Arizona, California, Colorado, Kansas, Kentucky, Nebraska, New Mexico, North Dakota, Ohio, Oregon, Texas, Utah, Vermont, Washington and Wisconsin. Jennifer provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Jennifer is also a licensed insurance agent.
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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2
CO
05/23/2018 - Present
LPL Financial LLC (DENVER CO)
CO
08/13/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (Denver CO)
IA
Issued 08/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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