Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Szeklinski is a financial professional who has been working in the industry since 2010. She is an Investment Advisor Representative with Rossby Financial, LLC. Previously Jennifer has been registered with SII INVESTMENTS, INC. and CAMBRIDGE INVESTMENT RESEARCH, INC.. Jennifer holds the Series 7, Series 63, Series 65, and SIE licenses. Jennifer works with clients who are high-net-worth individuals, individuals other than high-net-worth, businesses, pension and profit-sharing plans, and pooled investment vehicles. Jennifer offers financial planning, portfolio management, and family office services.
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.
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.
Family office 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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WI
10/27/2023 - Present
Rossby Financial, LLC (New Berlin WI)
WI
10/23/2015 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (New Berlin WI)
WI
11/22/2010 - 10/23/2015
SII INVESTMENTS, INC. (NEW BERLIN WI)
BC
Issued 12/07/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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