Unclaimed
Jennifer Whyte is a financial advisor with Avantax Advisory Services. Jennifer has over 18 years of experience in the financial services industry. Jennifer is registered with the state of California as an investment advisor representative and is also registered with FINRA as a Registered Representative. Jennifer holds Series 66, Series 7, and SIE licenses. Jennifer has a track record of providing financial advice to individuals, corporations, and trusts. Jennifer specializes in financial planning, investment management, and retirement planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/13/2023 - Present
Avantax Advisory Services (DALLAS TX)
CA
03/17/2015 - 11/17/2023
CROWN CAPITAL SECURITIES, L.P. (RANCHO CUCAMONGA CA)
BOTH
Issued 04/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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