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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 D'amico is a financial advisor registered with LPL Financial LLC in OCEANSIDE, CA. Jennifer D'amico has been a registered representative for over 20 years and has been active in the industry since 2003. Jennifer D'amico has passed the Series 63, 66, 7, 9, 10 and SIE exams. In the past, Jennifer D'amico has also been affiliated with WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC.
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
02/07/2022 - Present
LPL Financial LLC (OCEANSIDE CA)
CA
02/27/2020 - 12/01/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
07/09/2010 - 02/26/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
06/01/2009 - 07/21/2010
MORGAN STANLEY SMITH BARNEY (LAGUNA NIGUEL CA)
CA
07/16/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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