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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 Robb is a financial advisor with Cetera Investment Advisers LLC based in East Longmeadow, MA. Jennifer Robb has been in the financial industry for 24 years. Jennifer Robb has experience with a wide range of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jennifer Robb provides a variety of financial services, including financial planning, portfolio management, and selection of other advisers.
East Longmeadow, MA
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.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (East Longmeadow MA)
CT
01/03/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
06/09/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CA
06/01/2000 - 06/03/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
08/12/1999 - 06/01/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 1/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 3/6/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2000
Series 7 - General Securities Representative Examination
BC
Issued 8/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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