Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Margret Marotta is a financial advisor with Sammons Financial Network, LLC. Jennifer has been in the financial industry since 2002 and holds a Series 6, Series 63, and Series 65 license. Jennifer is registered in California. She previously worked at Lincoln Financial Distributors, Inc., ING Financial Advisers, LLC, and Planco Financial Services, 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.
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.
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2
IA
03/25/2016 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
PA
04/12/2004 - 04/18/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
09/11/2002 - 04/05/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
11/10/1999 - 09/04/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 04/29/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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