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 Trusty is an investment advisor representative registered with LPL Financial LLC and has been in the industry since October 2012. Jennifer Lynn Trusty is also registered as an investment advisor representative in Iowa, Kansas, Missouri, Nebraska, and Oklahoma. Jennifer Lynn Trusty's previous employer was BANCWEST INVESTMENT SERVICES, INC.. Jennifer Lynn Trusty has passed the Series 66, Series 24, SIE, and Series 7 exams.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
07/19/2023 - Present
LPL Financial LLC (ALBUQUERQUE NM)
KS
10/10/2012 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 11/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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