Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lynne Hope is a financial advisor with Kestra Advisory Services, LLC and has been in the industry since 1999. Jennifer is a registered investment advisor in the state of Texas and holds Series 6, 7, and 66 licenses. Jennifer has previously worked with CUSO Financial Services, L.P., Commonwealth Financial Network, Wells Fargo Advisors Financial Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jennifer provides financial planning and investment solutions to her clients, including insurance products.
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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2
TX
11/13/2020 - Present
Kestra Advisory Services, LLC (Cedar Park TX)
TX
09/01/2016 - 11/13/2020
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
06/16/2014 - 08/31/2016
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
MT
01/29/2010 - 05/14/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MISSOULA MT)
MT
06/02/2006 - 02/03/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSOULA MT)
NY
11/14/1994 - 08/21/2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 06/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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