Unclaimed
Jennifer Lynne Freeman is an investment advisor representative associated with Osaic Wealth, Inc. Jennifer has been in the financial services industry since January 1999. Jennifer holds the Series 6, Series 63, and Series 65 securities licenses as well as the SIE designation. Jennifer is registered with the state of Tennessee as an investment advisor representative and has a branch office in Nashville, Tennessee. Jennifer is also registered as a broker with the state of Tennessee, Alabama, Arkansas, Florida, Georgia, Kentucky, and North Carolina. Jennifer offers financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
1
2
TN
11/02/2018 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
TN
01/12/1999 - 11/02/2018
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
IA
Issued 01/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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