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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Oakland is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Fargo, North Dakota. Jennifer has over 18 years of experience in the financial services industry. Jennifer Oakland holds the Series 7 and 66 licenses and is registered with the state of North Dakota. Jennifer's previous employers include Morgan Stanley and Securities America, Inc.. Jennifer Oakland specializes in providing financial advice to individuals and businesses. Jennifer is also a registered investment advisor representative in North Dakota.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
03/30/2015 - Present
Raymond James Financial Services Advisors, Inc. (FARGO ND)
ND
10/05/2011 - 05/07/2015
MORGAN STANLEY (FARGO ND)
ND
10/08/2009 - 09/21/2011
SECURITIES AMERICA, INC. (CASSELTON ND)
ND
07/08/2004 - 09/08/2009
INVESTMENT CENTERS OF AMERICA, INC. (CASSELTON ND)
BOTH
Issued 02/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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