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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 Tarantino is a financial advisor with LPL Financial LLC. Jennifer has been working in the financial industry since 2009 and has experience with Morgan Stanley and TSC Distributors, LLC. Jennifer holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Jennifer works with individuals, high-net-worth individuals, businesses, and charitable organizations and provides financial planning, portfolio management, and other advisory services. Jennifer has a strong background in providing consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/13/2022 - Present
LPL Financial LLC (WESTFIELD NJ)
NJ
03/25/2015 - 01/27/2022
MORGAN STANLEY (Short Hills NJ)
MA
03/04/2011 - 07/09/2013
TSC DISTRIBUTORS, LLC (BOSTON MA)
MA
03/19/2007 - 04/12/2010
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 04/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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