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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynne Emery is an Investment Advisor Representative with Oxford Financial Group, Ltd. based in Carmel, IN. Jennifer has been in the financial services industry since February 2012. Jennifer has a Series 65 license and is registered in Indiana. Jennifer specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jennifer can assist with a wide variety of investment needs, including portfolio management for pooled investment vehicles and selection of other advisors.
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.
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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IN
07/31/2022 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IA
Issued 07/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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