Unclaimed
Jennifer Lynne Beals is a registered representative with Ashton Thomas Securities, LLC, a firm based in Rochester, New York. Jennifer has been in the industry since 1998, and has held previous roles with CHARLES SCHWAB & CO.,INC. in Phoenix, Arizona and INTREPID FINANCIAL SERVICES, LLC in Gilbert, Arizona. Jennifer is also the Director of Operations at Ashton Thomas Private Wealth, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/22/2024 - Present
Ashton Thomas Securities, LLC (Scottsdale AZ)
Active
Inactive
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