Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Jorgenson is a financial advisor with over 20 years of experience in the industry. Jennifer is a registered representative of Sageview Advisory Group, LLC and is also a registered investment advisor in Minnesota and Texas. Jennifer's experience spans multiple firms, including LPL Financial LLC, TRIAD ADVISORS LLC, and NFP Securities, Inc. Jennifer is dedicated to providing her clients with personalized financial advice and guidance. She offers a variety of services, including financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/18/2021 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MN
02/21/2017 - 12/31/2021
TRIAD ADVISORS LLC (Golden Valley MN)
MN
03/08/2006 - 03/02/2017
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
01/03/2006 - 03/01/2006
NFP SECURITIES, INC. (MINNETONKA MN)
CT
01/25/2002 - 12/31/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MN
01/24/2001 - 01/09/2002
CAPITAL MANAGEMENT SECURITIES, INC. (MINNEAPOLIS MN)
MO
06/12/2000 - 03/07/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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