Unclaimed
Jennifer Lynne Turner is a financial advisor with over 30 years of experience in the industry. Jennifer holds a Series 7, Series 24, and Series 63 license. Jennifer has been registered with LPL Financial LLC since 2009 and is also registered with Retirement Wealth Group, Inc. Jennifer's primary office is located at 300 E STATE STREET STE 500 in REDLANDS, CA. Jennifer is registered with the following states: Arizona, California, Colorado, Georgia, Maryland, Missouri, Montana, Nevada, South Carolina, Texas, Utah, and Washington. Jennifer offers a variety of financial planning services, including portfolio management, retirement planning, and insurance planning. Jennifer has a strong commitment to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
CA
01/17/2013 - Present
LPL Financial LLC (REDLANDS CA)
CA
02/24/2003 - 01/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (REDLANDS CA)
SC
04/18/1996 - 02/21/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
09/07/1993 - 04/19/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 09/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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