Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Philaya is a financial advisor with over 20 years of experience in the industry. Jennifer has a strong background in securities, having passed the Series 63, 66, and 7 exams. Jennifer is currently registered with LPL Enterprise, LLC, and is actively licensed in 10 states. Jennifer has previously worked with Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp. Prior to joining LPL Enterprise, LLC, Jennifer worked with Pruco Securities, LLC., Mohagen and Associates, and Prudential Insurance Company of America. In addition to her financial advisor role, Jennifer is a Master Gardener for the University of Minnesota Extension. Jennifer Philaya is committed to providing her clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MN
11/14/2024 - Present
LPL Enterprise, LLC (ST. LOUIS PARK MN)
MN
07/01/2002 - 03/08/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/23/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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