Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynn Schuette is a financial advisor currently registered with Geneos Wealth Management, Inc. in Englewood, CO. Jennifer has been active in the financial industry since July 29, 2002. Jennifer has worked for Geneos Wealth Management, Inc. since August 2006 and has held previous positions at UNITED SECURITIES ALLIANCE, INC. and NFP SECURITIES, INC. Jennifer holds Series 7, 24, 27, 53, 66, 99TO, and SIE licenses. Jennifer has a total of 2 approved registrations with FINRA, SROs, and state regulators, including Colorado. Jennifer is a licensed investment advisor representative in Colorado. Jennifer specializes in working with individuals, families, and businesses. Jennifer also provides financial planning, pension consulting, and educational seminars. Jennifer also helps clients with the selection of other advisors and portfolio management for businesses and individuals.
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.
1
2
CO
06/12/2014 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
06/03/2003 - 07/12/2006
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
TX
10/22/2001 - 09/26/2002
NFP SECURITIES, INC. (AUSTIN TX)
BOTH
Issued 11/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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