Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Tripp is a financial advisor who has been in the industry since April 20, 2005. Jennifer is currently registered with Cbiz Investment Advisory Services, LLC. She is licensed to provide investment advice in California and holds Series 63, 66, 7, and SIE licenses. Jennifer has a long history of working in the financial services industry, having previously been employed by Securities America, Inc. and CBIZ Benefits & Insurance Services, Inc. in San Jose. Jennifer also has experience working with clients from a variety of backgrounds including individuals, corporations, charitable organizations, and pension plans. Jennifer is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
CA
03/13/2020 - Present
Cbiz Investment Advisory Services, LLC (San Jose CA)
NE
04/20/2005 - 04/26/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 03/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Tripp is the right advisor for you? Invested Better is here to help.
