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Jennifer Lynn Ortale

Securian Financial Services, Inc.

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About Jennifer Lynn Ortale

Jennifer Lynn Ortale is a financial professional with over 20 years of experience in the industry. Jennifer is currently registered with Securian Financial Services, Inc. in Minnesota. Jennifer has passed the Series 6, Series 63 and SIE exams. Prior to her current role, Jennifer has also been employed by NYLIFE DISTRIBUTORS LLC, Prudential Investment Management Services LLC, and Pruco Securities, LLC.

Firm Information

Jennifer Ortale is currently registered with Securian Financial Services, Inc.. Securian Financial Services, Inc. is a corporation formed in March 1984. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

184

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jennifer Ortale’s Registration & Firm History

MN

01/27/2017 - Present

Securian Financial Services, Inc. (ST PAUL MN)

NJ

04/26/2011 - 01/03/2017

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

NJ

03/31/2010 - 01/21/2011

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

MN

08/09/2000 - 03/31/2010

PRUCO SECURITIES, LLC. (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 06/25/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Lynn Ortale.
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