Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Moss is a financial advisor with over 13 years of experience in the financial services industry. Jennifer currently works as a registered representative for LPL Financial LLC in Brighton, NY. Jennifer has held previous positions with KEY Investment Services LLC and Citizens Securities, Inc. Jennifer has passed several industry examinations including the Series 6, Series 7, Series 63, Series 66, and the SIE exam. Jennifer specializes in providing a range of financial services, including investment advice, financial planning, and educational seminars. Jennifer also holds an active real estate license and provides mortgage and real estate services.
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
NY
04/11/2022 - Present
LPL Financial LLC (BRIGHTON NY)
OH
05/08/2015 - 04/13/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
NY
02/16/2009 - 08/10/2015
CITIZENS SECURITIES, INC. (ROCHESTER NY)
BOTH
Issued 02/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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