Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lopez is a financial advisor with LPL Financial LLC. Jennifer has over 5 years of experience in the financial services industry. Jennifer has been registered with the Securities and Exchange Commission (SEC) since 2019 and holds Series 66, Series 7TO, and SIE licenses. Jennifer is registered with the state of New York as an investment advisor representative. Jennifer specializes in providing financial planning and investment advice to individuals, families, and businesses. Jennifer is also licensed to sell insurance.
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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NY
05/08/2024 - Present
LPL Financial LLC (ORCHARD PARK NY)
NY
04/23/2019 - 05/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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