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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 Marie Ahern is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Jennifer is a registered representative with both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). She is also a registered investment advisor. Jennifer has a wide range of experience in the financial services industry, including experience as a registered representative with Salomon Smith Barney Inc. She holds several professional licenses, including Series 7, Series 24, and Series 63. Jennifer specializes in financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. She also provides consulting and other non-discretionary advisory services. Jennifer is committed to providing her clients with personalized financial advice and guidance to help 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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CA
01/20/2010 - Present
LPL Financial LLC (IRVINE CA)
NY
12/01/1998 - 07/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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