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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 Scholfield is a financial advisor with Cetera Investment Advisers LLC in Bella Vista, AR. Jennifer has been in the financial services industry since 2012. Jennifer is registered with the state of Arkansas and Texas and holds Series 7 and Series 63 securities licenses as well as the Series 65 investment advisor license. Jennifer also provides services for other businesses and individuals. Previously, Jennifer was registered with FIRST ALLIED SECURITIES, INC. and FIRST ALLIED ADVISORY SERVICES, INC. Jennifer has worked in various locations including San Diego, CA; Durango, CO; Chesterfield, MO; Schaumburg, IL and Bella Vista, AR. Jennifer has several other business ventures. Jennifer is dedicated to providing clients with personalized financial advice and planning. Jennifer specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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
AR
11/12/2020 - Present
Cetera Investment Advisers LLC (BELLA VISTA AR)
AR
05/23/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BELLA VISTA AR)
IA
Issued 09/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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